How To: Create a New Dashboard

In Opsera, a user can create as many Dashboards as required. Also these dashboards can be set to be viewed only by certain audiences through the Roll-based Access Control. More about the Roll-based Access Control will be explained in a different documentation.

This page will guide through on how to create a new dashboard.

Section Index:

Section 1: Create a New Dashboard

Section 2: Edit an Existing Dashboard

Section 1: Create a New Dashboard

Login to the Opsera Portal, and navigate to Insights. The landing screen of Insights will be a list of Dashboards or none.

To create a new Dashboard, click on ‘+New Dashboard’

There are multiple fields to configure.

Field	Purpose

Field	Purpose
Name	A name to refer to the Dashboard
Type	Select from drop-down list. Type of dashboard can be chosen based on usability.
Persona	The end-user of this dashboard. Can be a Developer/Manager/Executive
Roles	Role-based access control can be leveraged for Insights. Admins and Managers can edit dashboards, whereas guest and Users cannot make changes to settings of a dashboard/KPIs in a dashboard.
Description	Optional field, if required, provide a short description for the Dashboard
Tags	Apply various tags to the dashboard. This can be done at a later step as well.

Section 2: Edit an Existing Dashboard

In order to edit Dashboard Settings, navigate to the dashboard.

Click on the settings icon in the top right corner of the Dashboard panel.

Users will be able to make the same set of changes/configurations similar to description in Section 1.