About dashboard pages

In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. The intention is to give you needed information at a glance.
Use dashboards to display vital information for the business processes of your organisation on a single page in Visma Net.

The system provides predefined dashboard pages located in specific areas of the site map. Alternatively, you can create and position your own dashboard pages in the site map for optimal convenience. These dashboards can be utilized by users in their daily tasks.

In this topic, you can find information on how to:

  • add new dashboard pages
  • manage access rights to dashboard pages
  • reset dashboards

New dashboard pages can be added using the Dashboards (SM208600) window.
Any user with access to this window can:

  • add
  • remove
  • modify

    the properties of dashboards.

To create a new dashboard page, follow these steps:

  1. Create a new dashboard page and specify its location in the site map.
  2. Select the role for the dashboard owner. Refer to About access rights to dashboards for more details.
    If you are configuring the dashboard, ensure to select an owner role that you are assigned to. Otherwise, you will be working with your personal copy of the dashboard, and other users will not see any widgets that you add.
  3. Choose the user roles that should be allowed to view the dashboard page. For more information on user roles, refer to About role-based access.
  4. Optional: Provide users (based on their user roles) with the ability to add, modify, and delete widgets on the dashboard. This capability is set at the dashboard level and applies to all user roles that can view the dashboard.

For the detailed procedure of adding a new dashboard, see: Add a new dashboard page.

After you have created the dashboard page, add the widgets.
For details on working with widgets, see: .

Users who will work with dashboards can be given any of the following access rights capabilities:

  • Managing dashboard pages:
    Users with this capability can:
    • create new dashboard pages
    • delete dashboard pages
    • set up access rights to dashboard pages
    • populate the dashboard pages with widgets
      With regard to access rights to dashboards, these are the most powerful users.
  • Configuring an original dashboard:
    Users with this capability can
    • modify widgets on an original dashboard
    • reset all user copies to the original settings.
      These users are regarded as dashboard owners.
  • Viewing dashboards:
    Users with this capability can only view information on a dashboard.
    These users are the least powerful dashboard users because they cannot modify widgets on a dashboard.
  • Personalization dashboard:
    Users with this capability can view and modify widgets on their copy of a dashboard.

For details on access rights to dashboards, see: About access rights to dashboards.

When you reset a dashboard, its widgets are replaced with the widgets from the original dashboard.

The predefined dashboards settings are derived from the
To reset a predefined dashboard, open the dashboard in the Dashboards (SM208600) window and click Reset to predefined on the window toolbar.

The settings for user copies of dashboards, whether created by you or your colleagues, are derived from the original dashboard. To reset all user copies of the dashboard simultaneously, open the dashboard in the Dashboards (SM208600) window and click Reset all user copies.

Users who work with a copy of the dashboard can also reset their copy.

Related tasks

Add a new dashboard page

Related windows

Dashboards (SM208600)