Overview

Optima allows you to share custom dashboards within your organization.

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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.

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  • 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.

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Sharing specific dashboards to individual users