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This is the main page to configure the Folders and the Dashboard within the Folders.

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Navigate to Dashboard Folders

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  • View the Dashboard Folders hierarchy 

  • Add or Delete Folders

  • Edit each Folder details

  • Manage each Folder contents (Dashboard)

  • Toggle Dashboard and Permission view (on this page)

  • Search Folder/Dashboard (on this page)

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S/N

User Action

Description

1

Toggle Dashboard

Toggle button to display the list of Dashboard for each folder

2

Toggle Permission

Toggle button to display the "Viewer" permission for each folder

3

Add Folder

Adds a sub-folder to the current selected folder

Refer to Add/Edit Folder

4

Edit Folder 

Edit the current selected folder "Name" and "Viewer" permission

Refer to Add/Edit Folder

5

Manage Folder

Manage the Dashboard in the current selected folder

Refer to Manage Folder

6

Delete Folder

Delete the current selected folder

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From each Folder, administrator can add new sub-folder to it or edit the details of the existing Folder (except for the "Home" folder).

  • Adding new Folder:

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  • Editing a Folder:

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Field

Description

Folder Name

The name of the Folder.

Folders will be displayed in the natural sort order of the Folder Name.

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Tip: try prefix the Folder Name with a number to order them differently

💡

e.g. 1. TeamsGeneral, 2. DepartmentsTeams, 3. General ReportsDepartments

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Viewers

This is the selected list of viewers that can view this Folder. 

Refer to "Select Viewers" field below on how to select the list of viewers.

For groups/project roles, click on the × icon on each label to remove the selected group/project role.

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Select Viewers

Select the permissible groups of user that can view this Folder. 

  • If a folder is not visible to a user, all it's sub-folders will also be hidden from the user

  • Visibility of the Dashboard in each Folder will still adhere to the viewer permission set on each Dashboard

  • A folder will also not be shown to user if it has no visible Dashboard or sub-folders within it

Refer to the next table for the different types of Viewers.


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Folder Viewers can be set to one of the following

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types:

Type

Description

TypeDescriptionPrivate

Private

  • This is the default type

  • Only Jira Administrators and Dashboard Folders Administrators can view

Public

  • This allows anyone to view the Folder, including users that are not logged in

    • For users not logged in

users,

    • : this is only applicable to Jira instance set to "Public" mode and the Folder contains Dashboard shared to the public

Logged in users

  • This allows any logged in user to view the Folder

Shared to Group/Project

  • This allows user in the selected group(s) and project role(s) to view the Folder

  • After selecting the group(s) or project role(s), click on "+ Add" button to add the selection to "Viewers"

  • For Dashboard Folders Administrators, they can only add/remove  

    • Group(s) that they belong to

    • Project(s) where they have browse or administrator permission for

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Manage Folder

From each Folder, administrator can edit the Dashboard within it.

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Field

Description

Dashboard

The Dashboard to be filled into the current Folder

Alias Name (Optional)

An alias name for the Dashboard within the current Folder

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This alias name will appear from in the top menu bar Dashboards dropdown of Folders and Dashboard and also on the side bar when viewing a Dashboard

The Dashboard will be sorted automatically in natural order by alias name (if applicable) followed by Dashboard name

This is useful to help:

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  • Shorten or "Rename" Dashboard name so that it is easier to find or understand

  • Sort the Dashboard by prefixing number to the alias name (– actual Dashboard name is in brackets)

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Remarks (Optional)

Allows administrator to leave a short note to other administrators (Jira and Folder Administrators)

This field has a character limit of 255 characters