Wyn Enterprise: Dashboards

The Dashboards interface allows you to easily manage all the dashboards created in Document Portal or Resource Portal. You can download or delete dashboards, search for any specific dashboard, or sort the header information alphabetically or by latest date by clicking on the specific header. In addition, you can edit the document permissions and categories.

Download Dashboard

  1. Navigate to Documents > Dashboards.
    Dashboards Page on Admin Portal

  2. Click the download icon Download Icon to save the dashboard on your system. The downloaded dashboard is saved as a .dbd file.

Delete Dashboard

  1. Navigate to Documents > Dashboards.
  2. Click the delete iconDelete Icon next to the dashboard that you want to delete. Then, in the Delete Document dialog box, click the Ok button to permanently delete the dashboard from Admin Portal.
    Deleting Dashboard from the Admin Portal
  3. To delete multiple dashboards at the same time, click Show Check Box button present at the top right portion adjacent to the search bar. It will enable the multi-select option.
    Deleting Multiple Dashboard from the Admin Portal
  4. Select the dashboards that you want to delete and click the Delete Selected Documents button present at the top right portion adjacent to the Hide Check Box button. To select all the dashboards at the same time, click the first check box at the top, adjacent to the Name header.
    Deleting Multiple Dashboard from the Admin Portal

Edit Dashboard Permissions

  1. Navigate to Documents > Dashboards.
  2. Click Show Check Box button present at the top right portion adjacent to the search bar.
  3. Select the dashboards for which you want to edit the permissions or categories.
  4. Select permissions icon Permissions Icon to edit dashboard permissions
    Editing Dashboard Permissions on Admin Portal

  5. Click OK.

Edit Dashboard Categories

  1. Navigate to Documents > Dashboards.
  2. Click Show Check Box button present at the top right portion adjacent to the search bar.
  3. Select the dashboards for which you want to edit the permissions or categories.
  4. Select categories icon Categories Icon to edit dashboard categories
    Editing Dashboard Categories

  5. Click OK.