What's covered in this guide?

What are Custom Dashboards?

A custom dashboard is a dashboard you build yourself, with the widgets you need. You can keep it to yourself or share it with:

everyone in your organisation
specific users, teams, locations, positions, position groups or roles

📝 Important to note: Sharing a dashboard doesn’t give anyone access to extra data. People only see the widgets their own permissions allow.

Create a Custom Dashboard

To create a custom dashboard:

Go to Time & Attendance > Dashboard (US: Time & Schedules > Dashboard).
Click Create dashboard.
Enter a name, then click Next.
Choose a template to start from, or Empty dashboard to start from scratch. Click Next.
Choose who can view it (see Share a dashboard below), then click Submit.
Click Customise (US: Customize) and use Add Widget to add widgets. Drag them to arrange and resize them.
Click Save changes.

Share a Dashboard

You choose who can see a dashboard when you create it, under Who can view this?:

Everyone in this organisation
Just me
Specific people only: choose from Users, Teams, Locations, Positions, Position groups and Roles.

💡 Tip: If you pick more than one category, people must match all of them. For example, picking a location and a role shares the dashboard with people in that role at that location.

To change who can see a dashboard later:

Open the dashboard.
Click the cog, then Edit dashboard settings if a menu opens.
Change Who can view this? and click Save.

The dashboard shows straight away for the people you’ve shared it with, with a people icon and Shared by your name. You can only share dashboards you created. Workforce’s built-in dashboards, such as Default, can’t be shared.

How dashboard permissions work

	Owner	People it’s shared with
View the dashboard	✅	✅
Add, move or remove widgets	✅	❌
Rename or change sharing	✅	❌
Delete the dashboard	✅	❌

If someone can’t see a widget because of their permissions, it’s hidden for them and they see a widgets hidden label instead.

Keep shared dashboards up to date

When you change a shared dashboard, for example by adding or removing widgets, rearranging them or renaming it, everyone sees the changes the next time they open it.

Delete a dashboard

Open the dashboard.
Click the bin icon (Delete dashboard) next to Customise.
Click Delete to confirm. Its widgets are removed.

Workforce’s built-in dashboards, such as Default, can’t be deleted. You can hide them instead. See [Dashboard Overview].

Dashboard templates (Admins)

Dashboard templates decide which dashboards people start with. If you can change your organisation’s settings, you can edit, remove and create templates.

Go to Settings > Dashboards > Dashboard templates, or click the cog on a dashboard, then Dashboard template settings.
The first time, click Customise templates (US: Customize templates) to start from the Workforce defaults.
From here you can:
- Edit a template’s widgets and layout. Click the cog (Template settings) to change its name or Who gets this template?
- Remove a template. Your organisation needs at least one template.
- Click New template, enter a name, choose what to Start from (an empty template, an existing template or one of your dashboards) and Who gets this template?, then click Create template.

Changes to a template only reach people who haven’t opened that dashboard yet. People who already have their own copy keep it.

FAQs and troubleshooting

Why can’t I edit a dashboard that was shared with me?

Only the person who created a dashboard can change it. Ask them to make the change, or create your own dashboard.

I can't see a dashboard that was shared with me.

Check you’re included in who it was shared with. If the owner picked more than one category, such as a location and a role, you need to match all of them.
Check you haven’t hidden it. Click Customise on one of your own dashboards and look for a faded dashboard name.
If you have a lot of dashboards, look under the more menu, in Shared with you.