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Version: 8.3

View and manage dashboards

Level: beginner

You can view and manage dashboards that group various analytical widgets in Creatio. If the section page contains folders or quick filters, you can filter dashboards widgets by them.

You can open dashboards as follows:

  • Open the Dashboards view of Creatio sections by clicking the btn_dashboard.png button (Fig. 1).

    Fig. 1 Dashboard tab in the Contacts section
    Fig. 1 Dashboard tab in the Contacts section

  • Open any page that has the Dashboards component present.

Dashboard management requires different permission levels:

  • By license. External users, i.e., users that have "studio creatio self-service portal cloud," "studio creatio external b2b portal cloud," and "studio creatio external b2c portal cloud" licenses, can only view dashboards regardless of their permissions.
  • By system operation. You have to have permissions to the "Analytics setup" (CanManageAnalytics code) system operation. Learn more: Set up system operation permissions. Out of the box, the permission is available to users that have the "All employees" role.
  • By dashboard record. Learn more: Share records.
note

Only dashboards added by no-code creators in Freedom UI Designer can be transferred to a different environment. Learn more: Set up dashboards in Freedom UI Designer.

The list of dashboards you can view depends on your current access rights and the following rules:

  1. All users in the "All employees" group can view dashboards created by no-code creators out of the box.
  2. Users that have management roles cannot view dashboards of users that have employee roles out of the box.
  3. You can view dashboards you created.
  4. You can view dashboards someone shared with you.

To create a new dashboard, click the dashboard name in the top left → Add new dashboard (Fig. 2).

Fig. 2 Add a new dashboard
Fig. 2 Add a new dashboard

To edit or copy a dashboard, click btn_edit.png in the top right and select the corresponding command. This opens the Freedom UI Designer. Learn more about editing dashboards: Set up widgets, Set up dashboards in Freedom UI Designer.

To delete a dashboard, click btn_edit.png in the top right → Delete. Dashboards that are a part of a package cannot be deleted.

To set up access rights for a dashboard, click btn_edit.png in the top right → Set up access rights. Learn more: Share records. Out of the box, the dashboards you create are available only to you. You can share access to your dashboards similarly to sharing access to records.

See also​

Set up widgets

Set up dashboards in Freedom UI Designer

Resources​

Analytics in Creatio Working with dashboards