Configure Policy Portal Dashboard

Contents

• Overview
• Pre-condition
• Steps
• Notes

Overview

The Policy Portal Dashboard is where Portal users can view various widgets that contain different sets of documents to fulfil distinct viewing needs.

If you're a Portal Manager, you will be able to configure the default layout and document filters* of these widgets.

Portal Users also have access to their Home page*, which serves a similar purpose as the Dashboard page but is solely customizable by any Portal user.
It features collections as a widget, so if needed you and other Portal Managers might have to review, configure, and share collections so that different sets of Portal users get the relevant documents if they visit the Home page.

Pre-condition

• System Level Permission: 'Portal Manager'
• Platform Configuration: The Dashboard feature is enabled

Steps

1. Click on the grid icon on the right hand side of the page.
2. Select Policy Portal.
3. Hover your cursor over the Dashboard arrow in the top pane.
   1. Select Edit dashboard.
4. Perform any combination of the following edits:
   1. Select one of the layouts in the upper part of the page.
   2. Click +Add widget in any column:
      
      
      1. Select My documents, Recently viewed, Favourite or Shared with you.
      2. Edit the name.
      3. Change the document filter settings by clicking on the gears icon.*
      4. Drag and drop the widget to any part of the layout by holding the cross icon.
      5. Click on the 2 arrows icon to collapse or expand the widget.
      6. Toggle on Show to everyone.*
   3. Click on the bin icon to remove the widget.
5. Click Save.

Notes