Add a Product Dashboard

This page provides a guide to creating a Product Dashboard.

In the product’s system setup component, select Dashboard from the Manage menu to display the Manage Dashboard List.
Click the Add Dashboard button to display the Add/Edit Dashboard form.

Within the name field, input a description that will identify the Dashboard from the record list.
Within the User Roles field, click to select the user roles that will be associated with the Dashboard.
Click the SAVE CHANGES button to create the Dashboard Record. Proceed to build per the step outlined in the Build a Product Dashboard topic.