Set up the default dashboard

You can create/edit the default dashboard for all users in your organization if you have been given explicit access to do so.

Managed roles having this permission: System admin and PIM admin.


The Dashboard improves productivity by offering quick access to important information, helping your users to work efficiently and make better decisions.

The Dashboard consists of customizable widgets sourced from products, assets and tasks information in PIM. Create a default dashboard presenting information in a way that suits your organization. 

 

Please note: The default dashboard will be loaded for all new users and users who have not edited their dashboard.


Do the following to create a default dashboard for your organization:

  1. Select Settings from the main navigation bar and click Default dashboard:



  2. Click Edit in the upper right corner to start setting up the dashboard.
  3. Add widgets by clicking the plus icon (Add widget). The following page is presented:



  4. Select relevant widget and click Add to dashboard.
  5. Repeat step 3 and 4 until all widgets are added.
  6. Re-arrange the placement of your widgets by using drag-n-drop:



  7. If you need to change the configuration of a widget, hover it and click the cogwheel icon.
  8. If you want to remove a widget, hover it and click the trashbin icon.
  9. Click Save when you are happy with the setup.