Overview
A dashboard is the default home page when logging in to PIPware. The first (alphabetically) favourited dashboard in your selection will be your default landing page.
Dashboards provide useful user-specific and general information based on the widgets used. These can be customised to suit the user's needs, and filtered in some cases to provide by organisational structure, date and other meta data.
 | Dashboard link - clicking on the PiPWare logo will take you to the dashboards screen and your landing page |
 | Dashboard selector - drop down menu where the user can select which dashboard to display, from those that the user has access to (see image below) |
 | Edit / Settings - this enables editing of the dashboard (by default editing is turned off, to prevent accidentally changing something) |
 | Dashboard name |
 | Owner - Dashboard owner is the only user allowed to edit that dashboard |
 | Favourite - marking a dashboard as a favourite will make it appear on the selection drop down, and if only one is selected, that dashboard will be your default landing page |
 | Privacy - changes which users have access to the dashboard |
 | Copy - allows the user to copy a dashboard (that user then becomes the owner of the copy and can edit the copy) |
Dashboards can be access restricted to prevent sensitive information from being accessed.There are two different types of dashboards:
- Public dashboards are accessible to all, or selected users/roles, depending on the access granted.
- Personal dashboards are only accessible to the user who created the dashboard.
Configuring dashboards
The dashboard designer allows for considerable customisation by a user and access to a number of widgets, such as:
- Activities/Actions
- External links
- Ideas
- Meetings
- And more
To edit the current dashboard, select the gear icon from the top right of the screen and select edit
 | Edit - allows the user to customise the dashboard (you must be the owner of the dashboard) |
 | Access - allows the user to change if the dashboard is public or private, and to share the dashboard with specific users |
 | Delete - deletes the dashboard |
Once the user has selected edit, the page view will change to a snap-to-grid, and widgets become available for selection / addition to the page.
 | Add New Widget - provides a drop down menu of available widgets to add to the page, once selected these will automatically snap to the grid at the bottom of the dashboard |
 | Save - Always save changes during and after editing to rpevent loss of data (changes do not auto save, in case they are made by accident - this prevents breaking a functional dashboard) |
 | Widget Options - use this to customise the widget, for example by selecting the specific KPI to show |
 | Delete - Removes this widget from the dashboard |