Use Dashboard Settings to maintain dashboard configurations by role. Administrators use this area to locate an existing dashboard configuration, open it for editing, and manage its Configuration Dashboard, Widget, and Tab settings.
Use this configuration when dashboard content must be tailored for a role, including the tabs and widgets associated with that dashboard configuration.
Before you start
Sign in to the application before accessing Dashboard Settings. Ensure that your account has access to the Configurations area and permission to select and edit dashboard setting records.
Review the available dashboard setting records. The list identifies each configuration by Role, Tabs, Widgets, Users, and Last modified.
To locate a specific configuration, enter search criteria in the Search box.
Select the required dashboard setting record by using Select, and then choose edit.
In the configuration record, select Configuration Dashboard to access the dashboard configuration area.
Select Widget to work with the widgets included in the dashboard configuration.
Select Tab to work with the tabs included in the dashboard configuration.
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WidgetTab
Complete the required configuration values where they are presented. The following fields are required:
**Value Of All Firm Offers With An Order Chance Of Min.
Average Period For Goods Delivery Till Receiving The Commission Payment, This Field Is Required
Average Period For Goods Delivery Till Receiving The Clients Payment, This Field Is Required
Tip:** Use the Role column to identify the dashboard configuration intended for the relevant business role before selecting edit.
Warning: Required fields must be completed before the configuration record can be finalized.
Troubleshooting
The required dashboard setting record is not visible → The list may contain multiple role-based configurations → Use the Search box to narrow the displayed records.
You cannot open a dashboard setting for changes → Your account may not have access to edit configuration records → Verify that you can use Select and edit in Dashboard Settings.
A configuration cannot be completed → One or more required values may be blank → Complete Value Of All Firm Offers With An Order Chance Of Min. and both required average-period fields.
Result
The selected role-based dashboard configuration is available for administration through its Configuration Dashboard, Widget, and Tab settings.
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