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Dashboards bring configured charts and summary cards together. Company users see the dashboards and data available to their role; MSP staff can use broader views and configure dashboards with the appropriate permissions. Start with Read and filter a dashboard. Check company scope and each metric’s dates before comparing numbers.

Read a dashboard

Find the right dashboard, select dates, adjust widget width, and understand missing data.

Inspect dashboard tickets

Open the records behind a supported metric and understand its filters.

Export to PDF

Download a snapshot and check known layout limitations before sharing.

Understand access

Ask the MSP to resolve Company permissions and missing modules.

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Dashboard types

Widgets also depend on module permissions, integrations and selected-company data. Access to Dashboards alone does not make every widget or record available.

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For MSP staff

Follow Create and edit a dashboard to create a personal dashboard, add widgets and summary cards, rename it, and save permanent changes. Follow Manage dashboard settings and access for sharing, roles, defaults, sidebar links and dashboard row/bulk actions. For external links, follow Configure external dashboards and Assign company URLs. These authoring and settings actions require their applicable permissions. The reader’s date and width controls only change the current view. They do not save a shared layout. Do not assume only the owner can edit every shared dashboard; authorization depends on the dashboard type and granted permissions. Company user permissions are managed by the MSP.

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External dashboard access

Follow Open an external dashboard for Company and MSP viewing instructions. External content may load inside the portal or offer Open in New Tab when embedding is blocked or not yet checked. The external service may require its own sign-in. If the expected external dashboard is missing for a company, ask the MSP to check its company-specific link and role access. For missing submitters, ticket types or recurring tickets, see Understand dashboard exclusions. MSP staff can configure exclusions in Settings > Dashboards > Exclusions.

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Frequently asked questions

No. Start with Read and filter a dashboard. Ask the MSP for configuration or user-permission changes when needed.
No. System and custom dashboards can contain different module widgets, including risk information. Ticket summary cards appear only when configured.
The external service can have its own authentication. Portal dashboard access does not replace that service’s requirements.
Use the custom dashboard editor for permanent layout changes and Settings > Dashboards for configuration, with the applicable permissions. Reader filters do not save a shared layout.