Dashboard Management

All dashboards for daily work tasks are centrally accessible from a single location, eliminating the need to switch between multiple programs for information retrieval.

Additionally, users can share crucial insights directly within the dashboard and highlight specific information to colleagues. This direct communication of information helps prevent misunderstandings and enhances internal collaboration, fostering more efficient teamwork.

Add Dashboards

Steps for creating a new dashboard:

1. Dashboard Name: Provide a descriptive name for the dashboard.
2. Dashboard Source: Specify the source platform or integration.
3. Dashboard URL: Enter the URL or access point for the dashboard.
4. Dashboard Category: Categorize the dashboard (e.g. Management, Projects).
5. Dashboard Members: Add team members who will have access to the dashboard.

Manage Projects

Users can edit, add, and delete projects. Deleting a project requires careful consideration of associated dashboards. Users must transfer all linked dashboards to other projects or delete these dashboards beforehand to maintain data coherence and prevent unintended disruptions.

Edit Dashboard

Users have the ability to navigate to "My Dashboard" where they can seamlessly add new dashboards, view existing dashboard information, and edit dashboard details. This feature-rich functionality empowers users to efficiently manage their dashboards.

Transfer Dashboard

By selecting the "Transfer" button, a popup will appear, enabling the current owner to designate a Pearl Diver for the transfer of dashboard ownership ensuring flexibility within the system.

Delete Dashboards

Clicking the "Delete" button triggers a confirmation prompt to ensure the user intends to delete the dashboard. This prompt includes a message requesting confirmation of the action. Upon confirmation, the dashboard is removed, provided the user is the owner of that particular dashboard.

Dashboard Members

The dashboard owner holds the authority to manage membership within the dashboard by adding, editing or removing members and assigning roles as required.

Member Roles

1. Dashboard Owner

As the creator of the dashboard, the owner holds the authority to modify dashboard details and, if needed, delete the entire dashboard. They have unrestricted access to view all comments within the system.

They can generate new comments, fostering engagement and communication within the platform. They also have the privilege to remove any comment within the system, regardless of origin.

2. Collaborator

Collaborators have restricted access and can only view dashboards without the ability to make changes. They have full visibility of all comments within the system.They can initiate new comments, participating in discussions and interactions.They have the authority to remove only their own comments from the system.

3. Observer

Observers are granted restricted permissions, allowing them solely to view dashboards without any capability to make alterations or edits. They have the privilege of only viewing all comments within the system, providing them with comprehensive insight and awareness.

4. Guest

Guests are granted restricted permissions, limiting their access solely to viewing dashboards without any capability to make alterations or edits. Guests do not have the access to view comments within the dashboard.

Add Member

By clicking the "Add" button, the Dashboard Owner can assign the appropriate roles to users within the dashboard.

Edit Member

By clicking the "Edit" button, the Dashboard Owner can modify the role assigned to dashboard members.

Delete Member

By clicking the "Delete" button, the Dashboard Owner can remove a user's access to the dashboard.