User Guide: Support Agent Tab


Users with access to the Home dashboard upon login are also granted access to the Support Agent's Dashboards subtab. This subtab provides a listing of dashboards relevant to the organization.

This list is categorized into:

Main Dashboards: These dashboards can be set as the default view for an organization.

Drilldown Dashboards: These dashboards offer deeper insights when linked to cards on main dashboards.

From this list, users can view and manage various dashboards based on their permissions:

Draft: These are dashboards under development and not yet published for the organization. They cannot be set as default.

Organization: These dashboards are created by BlueFletch but are exclusive to one organization.

Public: These dashboards are created by BlueFletch and designed for use by all organizations on the platform. The data presented will only be relevant to the logged-in organization. Public dashboards offer a "View" functionality only; other management options are unavailable.

For administrators with permission to manage Draft and Organization dashboards, a menu button will be displayed offering options to View, Rename, Duplicate, Change Visibility, Manage Roles, and Delete.

Manage Dashboards

Click the three-dot menu in a draft or organization dashboard's title card to expand the menu options: View, Rename, Duplicate, Change Visibility, Manage Roles, and Delete.

View: Select View to see the dashboard displayed and edit its layout if permitted.

Rename: Enter a different name and press Save to change the dashboard's title. A title must be entered; a dashboard cannot be renamed to an empty string or the same name as another dashboard.

Duplicate: Select Duplicate to create a copy of the dashboard within the same organization.

Change Visibility: To make the dashboard accessible to the entire organization, select "Organization" and press Save. Change Visibility is still available for organization-level dashboards, but no changes can be made.

Manage Roles: Select from the dropdown menu the user roles who can view individual dashboards. NOTE: There is an Organization flag named "Restrict Dashboard Access by Role" that needs to be turned on for this feature. Admins must re-login in order to see "Manage Roles" within dashboards.

Delete: Select Delete to confirm deleting the dashboard or Cancel to revert back to the Dashboards list without deleting.

View Dashboards

All dashboards visible to a user will have a View option. If the user does not have permission to manage the dashboard, View will be the only option listed; if the user has permission to manage the dashboard, View will be inside the options menu.

Pressing View navigates to that dashboard. Data in this dashboard can be filtered by date or site.

If a main dashboard is selected, some of the cards may have triangular icons in the upper right corner indicating that there is a drilldown dashboard with more detailed data.

Clicking the drilldown icon navigates to that particular drilldown dashboard (e.g. clicking on the "Applications" card drilldown proceeds to the "Applications by Usage" public dashboard). The user can filter data inside this dashboard or click a back icon to return to the main dashboard.

Last updated