How can I change my dashboard settings? (Super Admin only)

How can I change my dashboard settings? (Super Admin only)

In order to access dashboard settings, you will need to have version 5 enabled for your account. If you cannot locate this page it means it may not be available to you. To enable v5 settings, email support@mindmatrix.net so that your user account has access.


Introduction:

In dashboard customization, version V5 introduces a more versatile and user-friendly approach, allowing users to tailor their dashboards to meet specific requirements. This guide focuses on customization for the V5 Dashboard Personas, outlining the process of adding rows, incorporating widgets, and efficiently managing the layout.


Navigate to Dashboard Settings:
Begin by navigating to the dashboard settings page to initiate the customization process.




Select the desired persona for customization.


Adding Rows:
To add a row, click on "Add Another Row."



Once the new row is added, complete with a default temporary tab name.


Adding Widgets:

  1. Widgets can be added with or without specifying a tab name.
  2. Explore three categories of V5 widgets: full-width, 66 width, and 33 width.


Swapping Widgets:
Utilize the swap icon to interchange widgets within a row.



Swapping respects the width category of widgets, ensuring a seamless transition. This means if a full-width widget is added you can only replace the widget with full-width and not with any other widths.


Deleting Widgets:

Delete widgets by clicking on the delete icon.



A confirmation box appears, allowing users to confirm or cancel the deletion.


Setting Tab Names:
Edit the tab name by clicking on the edit icon.










Users can delete tab names and their content if needed.






Localization and Display Name:

Customize tab names by entering values in the localization language field.



Saving Dashboard:
After making modifications, save the dashboard by clicking the save button.


Confirm customization by clicking "Yes" when prompted.


You can now add a Title, Description, and styling to the widgets on your dashboard. To add this information, click the "Add Another Row" button. This will open a pop-up where you can enter the Title and Description of the row.


In the Styling tab, you have the option to edit the Row Placeholder, Title, and Description. Any updates you make will be reflected on the dashboard after you click the Save button.




Additionally, you can reset the changes made to the Row Placeholder, Title, and Description by clicking the "Reset ALL" button.


Once the styling is added, place the desired widget in the persona that you want to display.
Even after the widget has been added to the persona, you can still edit the styling of the title, description, and row.

Additional Steps for Clarity:
  1. Ensure Changes are Visible: After saving, verify that the changes are visible on the dashboard as intended.
  2. Navigate and Test: Navigate through different personas to ensure the customizations are consistent and visually appealing across all personas.
Verify Changes:
  1. Check the customized dashboard on the dashboard page for the selected persona.
  2. Confirm that the layout and modifications align with the changes made in the Admin page.
Conclusion:
This comprehensive guide ensures a smooth and informed custmoization of V5 Dashboard Personas. Users can leverage the flexibility of V5 to create personalized and efficient dashboards, enhancing their overall experience with Mindmatrix.