Managing Dashboards

When you first authenticate into Identity Security Cloud, you see MySailPoint, a landing page where you can track important information about your account and tenant. The Home dashboard is displayed.

The Home dashboard is your default dashboard. All users have access to a personal Home dashboard that can be customized.

Refer to Understanding Dashboards in the user documentation for more information about how non-admins can interact with their dashboards.

Administrators can create an additional personal dashboard to track important information. You might have access to additional personal or shared dashboards based on your license.

What is displayed on each dashboard depends on the user's permissions and the type of dashboard.

	Home	Personal	Shared
Visible to Users	Tiles Widgets	N/A	Tiles Widgets, if the dashboard has been shared with them.
Visible to Admins	Tiles Widgets	Tiles Widgets	Tiles Widgets

Caution

Data segmentation does not apply to the Identity Graph dashboard widget. Users with access to the Identity Graph widget will be able to view all access objects and identities in your tenant, even if data segmentation is enabled.

Using Personal Dashboards

You can add and remove widgets from all of your personal dashboards, including the Home dashboard.

You can also edit the tiles that are displayed on your Home dashboard.

Notes

Tiles can't be added to personal dashboards besides the Home dashboard.
End users can't see widgets on the Home dashboard or create additional personal dashboards.

You can move the tiles and widgets on all personal dashboards, including the Home dashboard. Drag and drop the widget or tile to where you want it to be on the page.

Managing the Home Dashboard

When you first authenticate into Identity Security Cloud, the Home dashboard is displayed. This is a type of personal dashboard.

The Home dashboard is the default page users see when they initially sign in. Administrators can update the default Home Page available to everyone. Administrators can also customize the Home Page that displays by default to everyone, and all users can customize their view of the Home Page.

Editing Your Home Dashboard

At the top of the dashboard, you can see a set of tiles representing basic information about your work in Identity Security Cloud.

Administrators can also see a set of widgets on your Home dashboard. These widgets contain details about the features you use in Identity Security Cloud. Widgets can contain actions you can take, a history of recent activity, or statistics about your tenant.

Administrators can edit their Home dashboards using the steps below. For more details about the customizations end users can make to their Home dashboards, refer to Understanding Dashboards.

Editing your personal Home dashboard doesn't change other users' dashboards. Refer to Using Default Home Pages for details on customizing the default home pages available to users.

Note

End users cannot see widgets on their Home dashboard.

You can add widgets and tiles to your Home dashboard to see the information most relevant to you.

From the Home dashboard, select the Edit icon .

The Home dashboard can't be deleted. Its name and description can't be changed.
On the Available Tiles tab, choose any additional tiles to add to your Home dashboard.
On the Available Widgets tab, choose any additional widgets to add to your Home dashboard.

Select a product name on the left side of the panel to review the widgets available with information related to each product.

Your changes are saved automatically as you edit the dashboard. You can see the widgets and tiles that you have added to the Home dashboard by selecting Current Tiles and Widgets.

When you are finished making changes, you can display this dashboard on MySailPoint by selecting View.

Creating Personal Dashboards

You can create up to 4 custom personal dashboards.

Note

Only the Home dashboard can contain tiles.

To create a new personal dashboard:

On the Home dashboard, select Dashboards.
On the My Dashboards page, select Create Dashboard.
Enter a Name and Description for your dashboard.
Select Save.
Select Continue.
Select the Add button beside the widgets you want to add to this dashboard.

Select a product name on the left side of the panel to review the widgets available with information related to each product.

As you make your selections, your dashboard is saved automatically.
When you are finished adding widgets to your dashboard, select View to see the dashboard in its entirety.

You can change which dashboard you are viewing by selecting a dashboard beside Current Dashboard in MySailPoint.

Viewing and Editing Personal Dashboards

You can view and edit the personal dashboards you've created.

From MySailPoint, select Dashboards.
Select Edit beside the dashboard you want to edit.

You can also select View to display the dashboard on MySailPoint, or select the Delete dashboard to delete any personal dashboard besides the Home dashboard.
Make any necessary changes to the details of the dashboard.
Select Save.
You can also add new widgets from the Available Widgets tab, or remove widgets on the Current Widgets tab.

Your changes are saved automatically as you edit the dashboard.

When you are finished making changes, you can display this dashboard on MySailPoint by selecting View.

Using Default Home Pages

Default home pages are pre-configured dashboards available to users depending on their user level.

The following default home pages are available: - Home Page - The default landing page for end users when they sign in, unless they have marked a different dashboard as a favorite. - Admin Overview Dashboard - General information for administrators, with widgets that match the information found on the Admin Overview page. You can access this dashboard by selecting it from the list of dashboards within MySailPoint.

You can customize what is displayed on your default home pages. Refer to Using Your Home Dashboard for more information.

Using Shared Dashboards

You can have up to 20 shared dashboards in your tenant. Shared dashboards are assigned to end users through an entitlement associated with the dashboard.

Shared dashboards can be accessed and edited by any administrator.

Creating Shared Dashboards

Shared dashboards can be assigned to end users to give them access to important information.

To create a shared dashboard:

On the Home dashboard, select Dashboards.
Select Shared Dashboards > Create Shared Dashboard.
Enter a Name and Description for your dashboard.
Select Save.

Identity Security Cloud begins generating an entitlement for this dashboard so that it can be shared. This might take several minutes.
Select Continue.
On the Available Widgets page, select + Add beside the widgets you want to add to this dashboard.
When you are finished adding widgets to your dashboard, select View to see the dashboard in its entirety.

The dashboard has been created and it can be shared with other users once its associated entitlement has been created.

Granting Access to Shared Dashboards

To grant end users access to a shared dashboard, assign them the entitlement that was generated when the dashboard was first created.

Note

All users that are granted the entitlement associated with a dashboard can see all widgets contained in the dashboard, regardless of their user level.

The entitlement is given the same name as the dashboard. This can be edited later. The entitlement can also be accessed from the Shared Dashboards list by selecting View Entitlement beside the dashboard.

Users can be assigned this entitlement in any way that entitlements are granted. For example:

The entitlement can be added to an access profile that is marked as requestable, and users can request access to it.
The entitlement can be added to a role that is assigned to users automatically.
The entitlement can be added to an access profile that is added to a lifecycle state and assigned to users automatically.

Editing Shared Dashboards

You can edit shared dashboards after they've been created.

On the Home dashboard, select Dashboards.
Select Shared Dashboards.
Find the dashboard you want to edit and select Edit.
In Details, make the necessary changes to your dashboard's name and description.
Select Save.
Use the Available Widgets tab to add new widgets to the dashboard. Use the Current Widgets tab to remove widgets from the dashboard.

Note

Your widget changes are saved as you edit and are visible to users the next time they view or refresh the dashboard.

If you want to delete a dashboard, select the Delete icon from the list of shared dashboards.

If you delete a shared dashboard, the entitlement associated with it is also deleted and removed from users.

Dashboard Templates

Dashboard templates are pre-built dashboards that you can edit to change the default home pages displayed to end users or create new personal or shared dashboards.

Customizing Default Home Pages

The default home pages can be customized by creating a dashboard from the home page templates. Dashboards created from these templates overwrite the default Home Page available to users or the Admin Overview Dashboard.

Refer to Using Default Home Pages for information on the available home pages.

To customize the default home pages:

From MySailPoint, select Dashboard Manager.
Select Templates > Home Page Templates.
Select Create Dashboard beside the home page you want to customize.
A preview of the dashboard is displayed. You can reorder widgets and tiles by dragging and dropping them. You can also add and remove widgets and tiles by selecting Edit.
Select Save.

Caution

Changes to a default home page overwrite the configuration for all assigned users, including their personal customizations. Users can customize the dashboard again after you update it.

Your edits to the selected default home page are applied to all users who can access it. You can make additional changes to this home page by going to Managed Dashboards > Default Home Pages and editing the applicable dashboard, or by editing the home page template and overwriting the default dashboard.

Using Feature Templates

You can also create personal or shared dashboards starting from a defined set of widgets using templates.

Feature templates contain widgets related to a specific feature. You can create a dashboard based on these templates and add or remove widgets to meet your needs.

To create a dashboard based on a template:

From MySailPoint, select Dashboard Manager.
Select Templates > Feature Templates.

A list of dashboard templates is displayed. You can select Preview to view the template before using it to create a dashboard.
Select Create Dashboard beside a template and choose whether to create a personal dashboard or a shared dashboard.
Enter a name and description for your new dashboard and select Save.
Select Available Widgets and select Add beside the widgets you want to add to your dashboard. You can select additional SailPoint products to see widgets related to those products.

Your changes are saved as you work.
Select View to go to your new dashboard, or select the Close icon to return to MySailPoint.
(Optional) If you created this dashboard as a shared dashboard, edit the entitlement used to share this dashboard with users.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.