Visma Net
Add a new dashboard page
For more information on managing dashboard pages, see: About dashboard pages.
- Go to the Dashboards (SM208600) window.
- Click .
- In the Name field, type the name of the new dashboard.
It should be unique within the system, because it will be used as the ID of the dashboard. - Specify location of the dashboard page in one of the following ways:
- In the Sitemap location field, select a node of the site map where the dashboard should be located.
- Click Add new node to create a separate node in the site map for the dashboard.
- Optional: In the Owner role field, select a user role to be an owner of the dashboard.
- Optional: Select the Allow users to personalise check box if you want to permit other users who have access to the dashboard to create personal copies of the dashboard.
- In the Visible to table, set up the access rights for the user roles to the dashboard by selecting or clearing the check box in the corresponding row.
- Click .
The dashboard page is added to the location you have specified.