User Settings | Dashboards tab

When an Upland Analytics (UA) Dashboard is Shared with a Security Profile or User, it can be embedded in PSA and viewed directly from the Dashboards (Portals).

Note: Users with the following permission(s) will be able to access the Dashboards tab:

  • Can view Upland Analytics dashboards permission (Reports)
  • Upland Analytics Administrator or Upland Analytics Read Write or Upland Analytics Read Only permission (Reports)

This article details how to associate UA Dashboards to a User from your own Settings page.

  1. Click your name or your profile picture to access the Profile Menu.
  2. Click Settings.

    Access your user profile menu

  3. From the User Settings dialog box, navigate to the Dashboards tab.
  4. Select the Dashboard(s) from the Available Dashboards list.

    Note:

    • The Dashboards that are set as Public as well as Private ones created by or Shared with the Logged in User will be available within the Available Dashboards table.
    • The already associated Dashboards at the Security Profile level will be listed within the Selected Dashboards table and cannot be disassociated by the Logged in User.
  5. Click the arrow to add it to the Selected Dashboards list.
  6. A message will appear confirming the addition of the selected Dashboard(s) and the Dashboard(s) will appear within the Selected dashboards list.

    Access your user profile menu

  7. Click the Close button to close the Settings dialog box.
  8. View your Dashboard:
    1. From the Icon Bar click Portals .
    2. Expand the Dashboards menu.
    3. From the available options click the name of the Dashboard.

    View Dashboard