Manager Dashboard — creating, sharing, and permissions

What is the Manager Dashboard?

The Manager Dashboard is a screen where a manager can see, in one place, the most important information about training in the manager's team — who has completed what, whose deadline is approaching, and how engaged employees are on the platform.

Managers usually use dashboards prepared and shared with them by an administrator — creating a dashboard from scratch is typically an administrator's task, although some managers may also have permission to do so.

Types of dashboards

There are three types of manager dashboards in the app, and each gives different possibilities:

Important: having view access is not the same as being able to edit. Regardless of how a dashboard ended up on someone's list, only its owner — the person who created it — can change it (name, description, visible filters, list of people with access).

How to create a dashboard?

A dashboard can be created in two ways: from scratch or based on a ready-made template.

From scratch

1. Choose Add new dashboard.
2. Fill in the General information section:
   • Name — required field. Without it, the dashboard can't be saved (the Add dashboard button stays disabled).
   • Description — optional field, can be left blank.
3. In the Permissions section, choose who will be able to see this dashboard (more in the "How to share a dashboard" section below). This step can also be skipped and completed later by editing the dashboard.
4. In the Filter settings section, choose which filters should be available on this dashboard. You can also give them your own, simpler names and set the order in which they appear.
5. Click Add dashboard.

Based on a ready-made template

For a ready-made template, instead of the Edit button, there's a Make a copy button. Clicking it creates your own, fully editable copy of the template — with the same settings as the original — which can be adjusted right away in the same form: name, description, permissions, and visible filters. The original template stays unchanged.

To later adjust an owned dashboard (name, description, filters, or the list of people with access), use the Edit button and save changes with Save changes.

How to share a dashboard?

Sharing works by specifying particular people and/or entire groups who get view access to a given dashboard:

1. In the Permissions section, click Add.
2. In the Select users and groups window, switch between the Groups, Users, and Selected tabs to find the right people (you can also use the search box).
3. Select people/groups and click Add to add them to the recipient list.
4. Save the dashboard (when creating it) or save the changes (when editing it).

A few things worth keeping in mind:

• Sharing only grants view access. A person a dashboard was shared with can't edit or delete it — they can only create their own copy, if they have permission to do so and want to change something.
• Everyone sees data according to their own permissions. Sharing a dashboard doesn't extend anyone's access to data — if a person wouldn't otherwise have access to certain data in the system, they won't see it on a dashboard shared with them either.
• To revoke someone's access, simply remove that person/group from the list in the Permissions section while editing the dashboard.

What a manager can and can't do?

A manager can always (regardless of dashboard type):

• view data according to the filters visible on the dashboard,
• use filtering, sorting, and grouping in the tables,
• send email notifications to employees from the "Expiring deadlines" tab.

A manager can, if they have the right permissions:

• create their own copy of a dashboard (own, ready-made template, or shared with them) and customize it freely — not every manager can do this; it depends on the permissions granted,
• create their own dashboards from scratch (although this is usually done by administrators).

A manager can only do the following in their own dashboard (one they own):

• edit the name, description, visible filters,
• manage the list of people and groups with access,
• delete the dashboard (deletion is permanent — once confirmed, it can't be restored).

A manager can't (in ready-made templates or in dashboards shared by others):

• edit the name or description,
• change the filter settings (though they can freely use them),
• change the list of people with access,
• delete the dashboard.

If a manager needs a change made to a dashboard created by someone else, they can ask that dashboard's creator to make the change, or — if they have permission to do so — click Make a copy to create their own, fully editable version. The original stays unchanged.

Data scope (whose employees a manager sees) is determined automatically based on their role in the system — they don't manually choose which employees to see, beyond narrowing the view with the filters available on the dashboard.

Troubleshooting

• "Failed to load the manager dashboard." — ask the user to try again in a moment; if the problem persists, it should be reported to support.
• "You can't access this page." / "You don't have permission to view this user" — this means the dashboard hasn't been shared with that person. To fix it, add that person (or their group) in the Permissions section while editing the dashboard.
• A dashboard link doesn't work for someone else — only people the dashboard was shared with can open the link. Check whether that person (or their group) has been added in the Permissions section.