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Customizing dashboards for your account

Customizing dashboards for your account

You can customize your dashboard in the IBM Cloud® console to ensure that what is displayed is relevant to you and the users in your account. The dashboards that you create can be scoped to specific resources. You can share the dashboards with users in your account as a way to group resources for specific projects or teams. When you create a new dashboard, you can start from scratch with a blank template or choose one of the other available templates.

IBM Cloud Identity and Access Management (IAM) access policies are not required for users in your account to view a dashboard. You can share the dashboard link with users so they can view your dashboard.

Aside from being able to view dashboards, users can view resource details that are displayed within a dashboard widget only if they have the required access on the individual resource. For more information, see IAM access.

Creating a dashboard

To begin creating a dashboard, complete the following steps:

  1. In the IBM Cloud console, click the Actions icon Actions icon, and select Create a dashboard.

  2. Select a template from the available options, and then click Next.

    • Blank: Create a dashboard from scratch by adding widgets that align with your workflow.
    • Default: The default template offers a broad coverage of development, management, and infrastructure widgets.
    • Development team: This template promotes team alignment and resource monitoring by prioritizing a development or DevOps workflow.
    • Management: Optimized to provide a mix of billing, access management, and other administrative widgets.

  3. Enter dashboard title. The title must be 30 characters or less.

  4. Next, use the Dashboard settings pane to add relevant widgets to your dashboard. To add widgets, drag the widgets onto your dashboard.

  5. Click the Scope tab to select from the available resources in the account that you have access to. The scope determines the data that populates for the selected resources. You can filter the resource by group, tag, and location.

    Not all widgets can be scoped. If a widget can't be scoped, it displays data for all resources.

  6. Click Save dashboard.

Any dashboard that is shared with you appears on your dashboards page.

Managing your dashboard

After you create a dashboard, you can manage your dashboard by in the IBM Cloud console by going to Manage > Account, and selecting Account resources > Dashboards. Or, from your dashboard click the Actions icon Actions icon > Manage my dashboards.

Sharing a dashboard

You can share dashboards with users in your account to give them access to view the dashboard. All users with the dashboard link can share the dashboard.

To share a dashboard, complete the following steps:

  1. Click the Actions icon Actions icon.
  2. Select Share. After you share it with a user and they click the link, the dashboard is added to their account.

Reorganizing widgets on your dashboard

Customize your dashboard by grabbing a widget and moving it to fit your organization's needs. Only the user that created the dashboard can edit it.

For example, as an account owner, tracking who has access to your account might be a high priority for you. You want these details to be displayed at the beginning of your dashboard, but you must scroll to find the User access widget.

To reorganize a dashboard, complete the following steps:

  1. In the IBM Cloud console, click the Actions icon Actions icon, and select Edit.
  2. Grab the widget to move it to the beginning of your dashboard.

Adding widgets to your dashboard

A dashboard includes widgets that are configured to display specific information that is relevant to you and your team. If you need to add or remove widgets to fit your team's needs, grab a widget from the side panel or delete them within the widow. Only the user that created the dashboard can edit it.

To edit a dashboard, complete the following steps:

  1. In the IBM Cloud console, click the Actions icon Actions icon, and select Edit.
  2. Use the dashboard panel to add and remove widgets, and adjust the scope of your resources. To view a list of the available widgets, see Dashboard widgets.

You can't directly edit the default console dashboard. When you click Edit on the default console dashboard, a duplicate version is created that you can edit. You can return to the original default console dashboard by selected the dashboard with the default label.

Dashboard widgets

When you customize a dashboard, you can add widgets to ensure what is displayed is relevant to you. The widgets range from development centric to management centric, and you can add and remove them at any time. The following widgets are available to add to a dashboard:

  • Apps: Create and manage your apps by using this widget.
  • Classic infrastructure: View all useful links for classic infrastructure users.
  • Compliance and security: Monitor your overall security and compliance to internal and external regulations.
  • For you: This widget displays recommendations that are selected for you.
  • IBM Cloud status: Stay up to date on the status of resources in specific locations.
  • Kubernetes: View and track your clusters after you create them.
  • News: Stay up to date with the latest IBM Cloud News.
  • Notes: You can use this widget to provide essential information that's custom to your team.
  • Planned maintenance: View upcoming and planned maintenance events.
  • Quick start: Personalized tasks to help you get started with IBM Cloud.
  • Recent support cases: View a summary of your support cases.
  • Spending summary: View a summary of total spending over the past year.
  • Toolchains: Create and manage your toolchains.
  • Usage: View billing usage details for your account.
  • User access: View and manage users in your account.

Duplicating a dashboard

When you duplicated a dashboard, the layout of the widgets and content that is included in the notes widget will be duplicated. You must define the scope and dashboard access separately. The scope and assigned access is not saved from the dashboard that was duplicated. All users with the dashboard link can duplicate the dashboard.

To duplicate a dashboard, click the Actions icon Actions icon > Duplicate.

Removing a dashboard

If you don't want to view a dashboard, you can remove the dashboard from your list. You can only remove a dashboard that was shared with you. You can delete a dashboard only if you created it. After you delete a dashboard, you can't recover it and it's deleted for all users. A user with access to that dashboard must share the dashboard link with you if you'd like to view that dashboard again.

To remove a dashboard, complete the following steps:

  1. In the IBM Cloud console go to Manage > Account, and select Account resources > Dashboards.
  2. Click the Actions icon Actions icon, and select Remove.

Deleting a dashboard

Only the dashboard owner can delete a dashboard for all users.

To delete a dashboard:

  1. Expand the Actions icon Actions icon, and select Delete.
  2. Click Delete.