Dashboards can be created to report specific firm items, such as financials or for information assigned to particular staff, such as case details.
To add a new dashboard,
From the Dashboard List, click the + Add Dashboard button above the grid. The Dashboard Settings window will display.
On the Settings window, enter the Dashboard Name and choose whether you wish to Restrict Access. The Restrict Access option will allow you to Search for Groups and Users who should have access to the dashboard. Click the Search field to choose the staff names and/or staff groups you wish to allow access. When Restrict Access is clicked and there are no staff or groups listed, only the creator will have access to the dashboard.
Click the Save button to save the new dashboard. The Tile Library will display where you can add tiles to the new dashboard.