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Use Settings > Dashboards > Internal Dashboards to manage dashboards built inside MSPortal. Use Edit Settings for sharing, roles and availability. Use Edit Dashboard for widgets and layout. This guide is for MSP administrators.

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Before you start

  • Open Settings > Dashboards. You need Dashboards access under Settings in your role (Read, Write or Manage).
  • Creating dashboards, Edit Settings, defaults, pins, bulk actions and deleting all need Manage on Dashboards under Settings. Without Manage, these controls are not shown.
  • Setting Visibility also needs Manage on Internal Dashboards in your role. Without it, the Visibility field is hidden.
  • Duplicate and Edit Dashboard also need Write on Dashboards in the main navigation group of your role.
  • Company users read dashboards through Read and filter a dashboard. Company administrators ask the MSP to change access.
  • This is an MSP-wide catalog. The company selector does not limit it.

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Find the right settings tab

The Internal Dashboards table shows Name, Description, Roles and Status. Badges mark Personal, System, Default and Sidebar. All roles means no role restriction.

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Create a shared dashboard

1

Open the dialog

Go to Settings > Dashboards > Internal Dashboards and click Add Dashboard.
2

Enter the details

Type a Name (up to 100 characters). Add an optional Description (up to 500 characters). Choose an Icon.
3

Set sharing and visibility

Keep Shared Dashboard on if others should use it. If you see Visibility, choose Both or Internal (MSP Team).
4

Choose roles

Under Role Access, tick MSP Team Roles and, when visibility is Both, Client Roles. Leave all boxes clear to allow every role.
5

Click Create Dashboard

The dashboard is saved as active and the list reloads.
6

Add content

Open the row’s … > Edit Dashboard to add widgets. Save in the editor. See Create and edit a dashboard.
The dialog starts with sharing on. The + button in the dashboard icon rail creates a personal dashboard instead. A new dashboard starts empty and is not a draft. If Shared Dashboard is off, Role Access is unavailable because personal dashboards have no roles.

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Choose visibility and roles

Dashboard visibility choices: Both and Internal (MSP Team) Dashboard access does not open every widget’s module or records. Check the saved dashboard as the intended user. To change a Company user’s access, see Change a Company user’s permissions.

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Edit settings and availability

1

Open the dialog

Click the dashboard name, or open … > Edit Settings on its row.
2

Change the fields

Besides the creation fields, you can set Enabled, Pin to Sidebar and, when pinned, a Sidebar Label of up to 30 characters. A blank label uses the dashboard name.
3

Click Save Changes

Nothing is saved until you click Save Changes. Cancel closes the dialog without saving.
System dashboards have Shared Dashboard and Enabled locked. Their row menu has no Disable or Delete. Use Duplicate for a custom copy you can change. If you turn Shared Dashboard off for a dashboard with no owner, you become its owner.

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Use row actions

Dashboard row menu with View Dashboard, Edit Settings, Duplicate, Edit Dashboard, Set as Default, Pin to Sidebar, Disable, and Delete Open … on the dashboard row. Row actions apply as soon as you click them. Pinning allows at most 8 pins across internal and external dashboards combined. This applies to the row action and to Pin to Sidebar in the dialog. If you hit the limit, unpin another shortcut first. The default is shared configuration, not a personal preference. Readers still need access to it. A pin is a shortcut and grants no access.

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Update several dashboards

1

Select the rows

Tick the checkbox on each dashboard. The header checkbox selects the current page only.
2

Open Actions

Click Actions (n) and check that the count is right.
3

Choose an action

Pick Edit Permissions, Enable, Disable or Delete.
Dashboard bulk menu with Edit Permissions, Enable, Disable, and Delete
Bulk Edit Permissions replaces every role assignment on the selected dashboards, including MSP team roles. An empty selection removes all role restrictions. Use Edit Settings on one dashboard to keep or set both MSP and client roles.

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Troubleshooting

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Frequently asked questions

No. It lists dashboards built inside MSPortal. Both visibility lets Company users in. Internal (MSP Team) is the MSP-only setting.
Add Dashboard in settings starts shared. The + in the dashboard icon rail creates a personal one. Both save at once.
No. It removes role restrictions.
No. It is an audience setting for dashboards built inside MSPortal. External services are set up under External Dashboards.
No. Dialog changes need Save Changes. The row Enable and Disable actions apply at once.
No. The configuration stays. Enable brings the dashboard back.
No. Readers fall back to another available dashboard.
No. It starts personal, with default visibility and no roles, default or pin. Review Edit Settings before you share it.
Edit Settings changes name, sharing, access and availability. Edit Dashboard opens the widget editor.
No. Single and bulk delete both skip them.
No. It replaces them.
No. They ask their MSP.