Dashboard - an overview

Feature availability

Overview

The dashboard is a centralized place to view and share important information with all users in the network. With 50+ widgets, the dashboard is a great way to share news, images, links, and announcements and quickly access data from various modules in the network.

How does the dashboard in Zoho Connect work?

The dashboard has multiple widgets that bring all relevant happenings in the network to one place, so that users can stay updated without having to switch between multiple modules. It can also be used as a bulletin board to share important news, featured videos, and images. With dashboard, users can get a bird's eye view of everything important from the latest announcements to tasks assigned to them.

What is the personal dashboard?

In addition to bringing all important happenings in the company and the network to one place, individual users can create a bulletin board of everything that's relevant only to them using multiple widgets. Only the user will be able to access, edit, and customize their dashboard.

Each user will be allowed to create only one dashboard for themselves.

What are widgets?

Widgets are the building blocks of the dashboard. Zoho Connect offers an array of drag and drop widgets using which you can customize the dashboard to suit your network's needs or personal needs and bring all the required information together.

Types of widgets

The widgets in the network dashboard are broadly classified into two types: custom widgets and system widgets.

Custom widgets

These widgets are fully-customizable and can be used to share static information with your network members using text, images, and videos. For example, using the gallery widget you can share images of the recent corporate event or team trip with all network members. And if you are using the gallery widget for your personal dashboard, you could upload a collection of art or design you've worked on or even a gallery of your pet's photos.

System widgets

In system widgets, the details are auto-populated using the data in your network. The information available in system widgets varies from person to person. For example, the 'My Tasks' widget displays the list of tasks assigned to the individual who is viewing it.

Each system widget can be added to the dashboard only once. Whereas, a custom widget can be added multiple times.

Who can edit the dashboard?

By default, only the network admins can enable or disable, edit, and publish the dashboard. However, if allowed by the admins, selected users can also edit and add widgets to the dashboard.

Who can edit the personal dashboard?

Only the user who has created the dashboard can edit it.

How do I enable dashboard in my network?

Admins can choose whether they need a dashboard for their network and enable/disable it accordingly.

To do this:

Click the gear icon in the right menu.
Select Settings from the dropdown.
In the Settings page, click Manage Apps under Apps and Features.
From the list of apps, scroll to Dashboard and toggle the button next to it.

Once disabled, the dashboard will not be available to the network members. However, admins can still access the dashboard.

How do I enable the personal dashboard?

Only the admins can enable the personal dashboard.

To do this:

Click the gear icon in the right menu.
Select Settings from the dropdown.
In the new page, select Modules under Policies.
From the list of permissions, go to the question, "Who can create a personal dashboard in this network?"
Choose the option that works best for your network.

To disable the personal dashboard, follow the same steps and choose "No one" from the list of permissions.

How do I edit and publish the dashboard?

This applies to both, the main dashboard and the personal dashboard.

Click Home in the left menu.
By default, the network dashboard opens, click the tab next to it to navigate to your personal dashboard.
Click the pencil icon in the bottom-right part of the page.
Navigate to the required widget in the Edit menu on the left. You can also find a widget you're looking for, by using the Search box.
Hover above the widget, you'll see the reposition icon [ ]. Drag and drop to the preferred position in the dashboard.
Once you’ve added all the widgets, click Save or Preview & Publish in the top-right corner of the edit screen.

Preview & Publish: Use this option to see a preview and publish the dashboard. Once published, all members in the network can access the dashboard.
Save: Use this option, if you'd like to save the dashboard as a draft and exit the edit mode without publishing it. You can come back later and continue editing from where you left.

Available Customizations

You can use of the following customization options to enhance the dashboard's visual aesthetics.

Full-width: Enabling this option will automatically adjust the aspect ratio of the widgets to give a wider view.
Dashboard's background color: Choose a custom background theme for the dashboard. You can also choose between solid and gradient fill options.
Widget tile font size and color: Customize the font size and color of the widget title. The option selected here will be applied to all widgets in the dashboard.
Border radius: Adjust the curvature of the widget corners to give a rounded-edges look.

To do these customizations:

Make sure you are in the dashboard's edit mode.
Switch to the Settings tab in the edit menu.
Use the options listed in the tab to make the required changes.
Once done, click Save in the top-right corner of the edit screen.

Who can access the dashboard?

Once the dashboard is published, all users including external users in the network can access it.

Who can access the personal dashboard?

Only the user who has created the dashboard can access it for themselves.

We hope you find this guide useful!

If you have any questions related to the network dashboard, please write to us at support@zohoconnect.com. We're happy to help!