Administrationimport { Callout, Steps } from ‘nextra/components’
Manage Dashboards
Goal: Maintain administration dashboard items so users see useful information in the right context.
Before you start
- You must have permission to manage dashboards.
- Decide who the dashboard item is for and what information it should show.
- Prepare any title, description, or configuration required by your process.
[PLACEHOLDER: screenshot - Administration Dashboard list]
Create or update a dashboard item
Open Administration from the main navigation.
Open Dashboard
Open the dashboard management area.
Create or open an item
Click New to create an item, or open an existing one.
Enter the dashboard details
Complete the fields required by your process.
Save the item
Save and confirm that the dashboard item appears in the list.
Result
The dashboard item is created or updated and can be reviewed by users with the right access.