This page is currently under construction - for more Optima dashboard documentation, click here.
Overview
Optima allows you to share custom dashboards within your organization.
Dashboards can be accessed in the “Dashboard” tab in Optima. Custom dashboards can be created by anyone, but to share, you must have the enterprise_manager permission. All users can have dashboards shared with them, but only users with enterprise_manager can share them.
Custom Dashboard Creation
When creating a dashboard, you will see a Visibility
dropdown. Visibility controls how users in your organization will see the dashboard.
- Private dashboards are only visible to you.
- Public dashboards are visible to all users in the organization.
- There is a default dashboard for the dashboard page and another default dashboard for all billing centers; others will see it when viewing dashboards for the first time.
For more info on how to create custom dashboards, click here.
Setting default dashboards
There is a default dashboard for the dashboard page and another default dashboard for all billing centers; others will see it when viewing dashboards for the first time.
Organization-level
Until otherwise specified, the default dashboard for everyone in the org will be Flexera Default. To specify a default dashboard, change that dashboard's Visibility to Default in that dashboard's settings.
Billing Center-level
The same dashboard sharing capabilities that apply to the organization level apply here, just to that specific billing center-level.
Sharing specific dashboards to individual users
Looking to share a dashboard with a specific user? Every public dashboard has a unique URL, so just share your desired dashboard's link with anyone to direct them right to it.