In This Article
Overview
Upon logging in to PIPware, the default landing page is the dashboard. The first dashboard in your selection, alphabetically, will be set as your default landing page. Dashboards are designed to offer both user-specific and general information through the use of widgets. These widgets can be tailored to meet the user's specific needs and, in some cases, can be filtered by organisational structure, date, and other meta data.
Dashboard Screen
The dashboard link redirects you to the dashboards screen and serves as the landing page when clicked on the company logo. In the dashboard selector, you can choose from accessible dashboards via a drop-down menu. Editing and settings options are available to modify the dashboard; however, editing is initially disabled to prevent inadvertent changes.
Upon clicking the drop-down arrow next to the dashboard name, you can view the list of available dashboards:
Dashboard List
The following options are available when you click on the drop-down arrow. Click on View More to view available dashboards. This will open a screen displaying the available dashboards.
On this screen, you will discover two columns dedicated to the Name and Owner of the dashboards. To add a dashboard to your favorites, simply click on the star icon located in the Favorite column. This will enable you to access the dashboard easily from your drop-down dashboard screen or set it as your default landing page if only one is selected. In the Privacy column, you can edit and view the users who have access to the dashboard, as well as copy a dashboard from the Copy column. Once you copy a dashboard, you become the owner of the copied dashboard and can therefore edit it.
Dashboards can be access restricted to prevent sensitive information from being accessed.There are two different kinds 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. The list of available widgets you can add appear when you edit the dashboard on the Add New Widget drop down arrow.
To edit the current dashboard, select the gear icon from the top right of the screen and select Edit.
Edit permits you to customize the dashboard, provided you are the owner. Access enables you to switch the dashboard's visibility between public and private and share it with specific users. Delete removes the dashboard entirely.
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.
The Add New Widget button, situated on the top right-hand side of the screen, presents a dropdown menu of available widgets that can be added to the page. Once you have made your selection, the widget will automatically snap to the grid at the bottom of the dashboard. To avoid any loss of data, it is important to save changes during and after editing by clicking the Save button, which is also located on the top right-hand side of the screen. Please note that changes are not auto-saved, as this prevents the risk of accidentally breaking a functional dashboard. The icons located on each widget card are for Widget Options, which allow you to customize the widget by selecting the specific KPI to show for example. If you wish to remove a widget from the dashboard, simply click on Delete.