Customise your dashboard

A dashboard you create belongs to you, in the tenant you picked, and stays private until you share it. Built in templates cannot be changed, so start from a new dashboard or a duplicate.

Before you begin

• Your tenant role lets you create dashboards. A Tenant User can view dashboards but not create them (Roles and permissions).

Steps

1. Open Dashboard from the sidebar, or the dashboards of Analytics, Automation or AI Agent.
2. Select New, type a name that none of your dashboards has yet and select Create.
3. Select Edit.
4. Select Add Panel, pick a metric and choose how to draw it. A star marks the drawing that suits the metric best.
5. Type a Panel Title, choose its colours and select Add Panel.
6. Drag the panel by its header to where you want it, and resize it from its edges.
7. Add any other panels the same way, then select Save.
8. Optional: to share the dashboard, open the menu beside New, pick Public or Read Only and confirm.

Result

The new dashboard opens straight away, and the list at the top of the page marks it as owned by you. While it is Private only you see it; once it is Public or Read Only, everyone in the tenant does.