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The list of templates is accessed from within the Dashboard dropdown menu in the menu bar.
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Create a new template by click the green 
button in the top right corner.
You will then be taken to the template builder page. The Template title is a way for you to refer back to this particular configuration from the list of available templates. It will be shown to end users if they have more than one template available to them. If they only have visibility of one template (excluding the default) then this title will not be shown to them.
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Choose which roles of the system this template should be visible to by selecting as many as you like from the list Please select all roles this template should be visible to
Once you have specified the general settings for the template you can then move on to building the specific tiles that these roles should see when they are viewing this dashboard.
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If a user has access to multiple dashboards they can switch between them using the dropdown at the top of their dashboard page. Changing this does not affect the actions they are able to perform within Kaizen, it is simply a way to access quick links most relevant to particular roles. |