Manage Dashboards

Set a Default Dashboard

Select the Dashboard that you want to view each time you access the Imprivata Access Intelligence application. This will be your unique landing page upon initial login to the system. You can also customize your default Dashboard to best support your workflow and role.

To change a default Dashboard:

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Set as Default Dashboard.

Share Dashboard

You can share your custom-built Dashboards with other users.

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Share.

  3. In the Share Dashboard dialog box, enter the name of the user with whom you want to share a Dashboard.

  4. Click Share.

Reassign Dashboard

You can change the ownership of the Dashboard from one user or user group to another by reassigning it.

To reassign a Dashboard:

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Reassign.

  3. In the Reassign Dashboard dialog box, enter the name of the user to whom you want to reassign a Dashboard.

  4. Click Reassign.

Copy Dashboard

You can copy any Dashboard and customize it as needed for the best Dashboard experience.

To copy a Dashboard:

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Copy.

  3. Edit the name of the Dashboard, edit widgets, and then select Apply.

Delete Dashboard

You can delete Dashboards if they are no longer needed. Deleted Dashboards cannot be restored.

NOTE:

It is not recommended to delete Dashboards in Imprivata Access Intelligence unless necessary.

To delete a Dashboard:

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Delete.

  3. In the confirmation dialog box, click Yes.

NOTE:

You cannot delete the Dashboard that is shared with you.

Edit Dashboard

To edit a Dashboard:

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Edit.

  3. Edit the Dashboard, and then select Apply.

Refresh Dashboard

Refresh Dashboard widgets as needed in application to load the latest report and graph results.

To refresh a Dashboard:

  1. On the Dashboard page, click the Gear icon.

  2. From the dropdown menu, select Refresh.