hsbShare | Multiple Dashboards

Multiple dashboards can be created and shared for a user defined workflows.

Creating Additional Dashboards

Navigate: Main Menu Icon - My Dashboards - Add Dashboard

Deleting Dashboards

First, select the dashboard you wish to delete by navigating to Main Menu Icon - My Dashboards - (Your Dashboard Name)

Then navigate to Dashboard Settings Icon - Scroll all the way down inside Dashboard Settings - Delete Dashboard Configuration

Creating Dashboard Templates

First, select the dashboard you wish to convert into a dashboard template by navigating to Main Menu Icon - My Dashboards - (Your Dashboard Name)

Then navigate to Dashboard Settings Icon - Dashboard Templates - Convert selected dashboard into a template

Applying Dashboard Templates

First, select the dashboard you wish to apply a template to by navigating to Main Menu Icon - My Dashboards - (Your Dashboard Name)

Then navigate to Dashboard Settings Icon - Dashboard Templates - Select Your Template - Apply Template

Sharing Dashboard Templates

Navigate: Dashboard Settings Icon - Dashboard Templates - Select Your Template - Share Template

Then enter user e-mail with which you want to share your template and click share template button.

Deleting Dashboard Templates

Navigate: Dashboard Settings Icon - Dashboard Templates - Select Your Template - Delete Template