HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Making Dashboards Available to Users on the Self Service Portal
Released in Version: 2.99.1
Configuration > Reporting > Dashboards > *Click New*
When configuring an in-app dashboard
Fig 1. Dashboard Type
you can use the user access tab to determine who can see the dashboard on the Self Service Portal. This can be allowed based on the user or their site, organisation or department:
Fig 2. User Access
You can then add the 'My Dashboards' button to the portal in Self Service Portal Configuration (Configuration > Self Service Portal > Add > My Dashboards) to allow users to view a list of all their dashboards.
Alternatively, you can publish the dashboard with a specific link, so that users can go directly to the dashboard, regardless of the user access permissions. If anonymous portal access is allowed, this link will allow them to view the dashboard without logging in:
Fig 3. Publishing the Dashboard
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