Creating custom dashboards in the back office

A dashboard is a single page in the back office that brings key metrics together in one place. It shows widgets—interactive cards such as charts, counters, and maps—that surface the information admin users check most often.

Custom dashboards allow you to control what each operator and their users see when they log into the back office. You can create multiple, operator- and role-specific dashboards—each tailored with the widgets and data most relevant to teams like finance, operations, and support. This approach keeps dashboards centrally managed while delivering a focused, data-driven experience for each user.

In this article, you'll learn how to create custom dashboards and manage their visibility.

Before you start

To create and manage custom dashboards, you must have one of the following roles: Org admin (Global or Operator type) or a custom role with the appropriate permissions.

How it works

To set up a dashboard, first create it and then add widgets—either system or custom ones. Dashboards and widgets are both scoped per operator: you can tie a dashboard to a specific operator, or leave it global so it's visible to all operators. Next, assign the dashboard to one or more roles to control which users see it. Widgets are shown only to users who have permission to access the dashboard and to view the widget's source data; if the data permission is missing, the widget is hidden.

The back office includes a default main dashboard that acts as the entry view. It can't be deleted, but it can be disabled or unassigned from roles, provided each role still has at least one enabled dashboard. By creating and assigning custom dashboards, you can personalize the entry experience for every role.

Creating a custom dashboard

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Note

All fields marked with a red asterisk (*) are mandatory and must be filled in before you can save the dashboard.

To create a custom dashboard:

1. In the back office main menu, go to System > Dashboards and click Create dashboard.
2. In the General tab:

   • In the Dashboard name* field, enter a unique internal name for the dashboard, i.e. the name of the resource.

   • In the Menu title* field, enter a name for the dashboard as it will appear in the back office main menu. If your back office supports multiple languages, use the language tabs to provide a translation for each language.

     

   • From the Status* drop-down menu, choose Enabled to make the dashboard visible to admin users, or Disabled to hide it.

   • From the Operator drop-down menu, choose which operator can see this dashboard. Leave it empty to make it visible to all operators.

3. In the Widgets tab, from the Widgets drop-down menu, select the widgets to display on the dashboard. The list includes both built-in system widgets and any custom widgets you've already created. Each widget can be added to more than one dashboard if needed. To learn how to create custom widgets, see Creating custom widgets in the back office.

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Important

When a dashboard is scoped to a specific operator, you can add only that operator's widgets and global widgets (including the built-in system widgets). Widgets belonging to a different operator can't be added. A dashboard with no operator selected (global) can include global widgets only.

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Tip

The dashboard page (Home > [Dashboard name]), uses a three-column grid with no row limit. In other words, columns are fixed (3) but rows can grow as needed.

The value in brackets next to each widget's name indicates its layout width. For example, (1/3) means the widget spans one of the three columns. If a widget shows (Full), it spans all three columns of the row.

For a list of all system widgets that are currently supported, see the table below.

System widgets

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Note

If there is an active SSO (Single Sign-On) integration, a Welcome! banner widget is automatically displayed on the dashboard for SSO admin users who have not yet been assigned a role. This widget is managed by the system and cannot be manually added or removed.

Use the arrows to rearrange the widgets and change the order in which they appear on the dashboard. Click the Delete icon to remove a widget from the list.

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Tip

Once a widget is deleted from a dashboard, it cannot be re-added immediately. You must first save the changes to the dashboard, then reopen it for editing to add the widget again.

4. In the Admin roles tab, from the Roles drop-down, select the roles to assign this dashboard to. It will appear last in the Dashboard section for users with that role.

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Tip

To change the order of the dashboards, go to System > Roles, open the role, and reorder dashboards on that role's Dashboards tab. For more details, see Arranging dashboards per role.

5. Click Create dashboard.

   

Arranging dashboards per role

After creating a dashboard and assigning it to a role, you can set the order in which dashboards appear in the Dashboard section for users with that role.

1. In the back office main menu, go to System > Roles.
2. Find the role you want to configure and click the Edit icon.
3. In the Dashboards tab, use the arrows to reorder the dashboards. To add more, select them from the drop-down menu.
4. Click Update role.