Skip to main content
Dashboard administration

Managing Classic User Dashboards

In addition to having personal dashboards, Tracker Coordinators and Company System Administrators can also manage the dashboards of other users. Users can have a maximum of five dashboard configurations, and each dashboard configuration can display up to ten charts.
Company System Administrators can:
  • Manage user dashboard access.
  • Open other users' dashboards.
  • Give access to multiple users at the same time.

Open Another User's Dashboard

  1. To open another user's dashboard, go to
    Home > Other's Dashboard
     in the left navigation.
  2. On the toolbar, click
    Select user
    .
  3. Do one of the following to find the user whose dashboard you want to manage:
    • To search for a user by name:
      1. Select the
        Name Search
         button.
      2. Type a name in the fields provided. You can search by first name, last name, or both.
      3. Select
        Go
        .
      4. In the list that opens, use the
        Name
        column to select the user.
    • To search for a user from a list:
      1. Select the
        Show Lists
         button.
      2. Use the dropdown to select the category of users you want to show.
      3. Select
        Go
        .
      4. In the list that opens, use the
        Name
        column to select the user.
    • To search all users:
      1. Select
        Go
        .
      2. In the list that opens, use the
        Name
        column to select the user.
Tip | You can add charts to the dashboard in the same way that you would to your own.

Grant a user access to dashboards

You must be a Company System Administrator to manage user dashboard access.
  1. Click
    Users
    > 
    User list
     in the left navigation.
  2. Click the
    Edit
    button next to a user name to open the user's profile.
  3. Next to
    Grant this user access to Analytics/Dashboard?
     click
    Yes
    to allow dashboard access or
    No
    to deny dashboard access.
  4. On the toolbar, select
    Save & close
    .

To Grant Dashboard access to Multiple Users

  1. Click
    Users
    > 
    Bulk update
     in the left navigation.
  2. Select
    User Data
     from the drop-down.
  3. Click
    Generate List
    .
  4. Under the
    Access to Analytics/Dashboard
     column to the far right, check the box for each user that you want to have access to dashboards.
  5. From the toolbar, click
    Save
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Dashboards
  • Audiences: Company