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Customizing Dashboards for Users

Docebo’s “My Dashboard” function allows you to create customized dashboards for you users to see upon logging into the platform, in turn allowing you to provide them information in a quick and simple way.

Dashboards serve as a type of Welcome page, including all of the information and modules that you want your users to access quickly. You can create as many dashboards as you want, and assign specific dashboards to each kind of user you manage in the platform.

For example, you can customize a dashboard based on your organizational chart nodes by building and assigning a different welcome page for each branch. You can also create dashboards based on the user’s level. For example, creating one dashboard for the Superadmin, one for the power users, and one for the learners. Each dashboard will display different information as per your needs.

This feature is only available for Docebo version 6.6 or higher.

How to Create a New Dashboard

Only Superadmins are allowed to create and customize dashboards.

Log into the system as the Superadmin, select the gears icon from the left sidebar to access the Admin Menu, then press the Dashboard Layout subitem from the Settingssection in the first column.

The platform’s default dashboard configuration is called the Standard Layout, in which you will find only the My Courses area. You can apply this widget to all of the users that have no other dashboards assigned to them by simply clicking the black flag.

Standard layout

When the flag turns green, it means that all of the users will see this dashboard as their main page in the platform. You can edit the standard layout by adding new widgets or adding other dashboards.

To create a new dashboard select the New Widgets Layout button in the action bar at the top of the page, then assign a name to the new dashboard and press Save Changes in the pop up box.

NEW LAYOUT WIDGETS

Now, find the dashboard in the list of dashboards. Press the widgets icon in the dashboard’s row to add the widgets to your dashboard.

Widgets

Begin by adding a row into this dashboard by pressing the New Row button in the action bar at the top of the page. Then, move to the Select Row Layout section for the new row, and pick how many columns and which layout you want for that specific row.

Add row and select layout

Now, press the plus icon inside the rectangle in order to choose which widget you would like to insert. Select the widget from the widgets menu then press NEXT.

new widgets

Now, you need to fill out the settings page for the widget. Please Note: The settings page will differ from widget to widget.

Once you have inserted all of the widgets and configured the settings for each widget, you can check the final outcome by clicking on the Preview button in the action bar at the top of the page, or you can add another row to the dashboard, thus adding more widgets.

New row and preview

You can insert as many rows as you want.

Once you are finished, you can assign the new dashboard to specific users.

How to Assign a Dashboard to Specific Users

In order to assign a dashboard to a specific group or folder (or multiple groups or folders), select the FILTER link that corresponds to the dashboard’s row in the list of dashboards (as shown in the picture below).

All users

Now you can choose the users who will see this dashboard as their main page in the platform. Remember, you can create a specific dashboard for a specific branch of your organizational chart, then assign the dashboard to that specific branch.

Choose a branch

You can also create a specific dashboard for a particular target group by choosing from Users, Power users or Superadmins. For example, you can create a specific dashboard for a company manager, and another one for the power users of the company.

Assign level

Please remember that if you assign a dashboard to Power Users, then you must also choose the Power Users’ profile that will be able to see the items selected in the new dashboard.

Select the POWER USER PROFILE  link related to the dashboard (as shown in the picture below), and choose if you want to apply the item to all Power Users or to just a specific Power User profile.

Power user Profiles

You can also choose to apply a standard dashboard to all other users whom you don’t want to associate with the new dashboard. To do this, click on the flag related to the dashboard that you want to delegate as the default main page for these users.

Default dashboard

Widgets

There are several kinds of widgets that you can insert into a dashboard:

new widgets

Iframe

This widget displays custom content from an external URL. You can simply copy and paste the link of the website that you want to show in the Dashboard. Insert the title of the widget, the height, and the link of the page that you want to display.

To hide the title, leave the ‘Title’ box empty. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget. Select theCONFIRM button to complete the operation.

Iframe

Then, check the final outcome:

Iframe - final outcome

Social

The Social widget allows you to create a module containing the links to your social pages. Docebo supports the following social networks:

  • Facebook
  • Twitter
  • YouTube
  • LinkedIn
  • Google Plus
  • Pinterest

Insert the title, then choose which social networks you want to display. Select the CONFIRM button to complete the process. Once you have inserted the names of the social networks, you will also be able to insert the links to the social media webpages, as well as the text that will appear when someone hovers over on the related icon.

Social widget

Check the final outcome:

Social

User Profile

This widget allows you to display the avatar and profile information of a user that is currently logged into the platform. Begin by inserting the title of the widget, then choose what information you want to show in the box:

  • User profile picture
  • User email
  • The “My activities” link. By selecting this link, users will be redirected to the user’s personal summary page.

Please Note: If you have previously created additional fields in the users’ area, you can insert them in the widget just by adding the names of the fields in the related box. Select the CONFIRM button to complete the operation.

My profile

Then, check the final outcome:

Users profile

Calendar

This widget displays a calendar that shows all of the courses in which a user is enrolled on a day-to-day basis.

Insert the title of the widget. You can choose how to display the information: either as calendar view or as list view. If you select the list view option, you can also decide how many items you want to show in the list.

Select the CONFIRM button to complete the operation.

My calendar

Check the final outcome. Here, you can see the difference between calendar view and list view.

Calendar - final outcome

My KPIs

This widget displays a set of configurable statistics about a user that is currently logged into the platform.

Insert the title of the widget, then select which items you want to include in the widget by flagging the check box next to the item. You can also change the order of the items; just click the icon on the right, and drag and drop the elements.

Select the CONFIRM button to complete the operation.

Schermata 2016-04-15 alle 15.50.59

Check the final outcome:

My KPIs

My Courses

This widget lists all of the courses and learning plans in which the user is enrolled.

Insert the title of the widget, then choose if you want to show the courses as a list or as thumbnails. Please remember that ‘thumbnail view’ is only available if you insert this widget in a “one column” or “two columns” layout.

Columns layout

Check the difference between the thumbnail view and the list view:

Check the differences

You can also choose if you want the users to see the search bar and the switch button, which allows users to change the courses’ view modality.

Then, you can select how you want to sort the courses; choose between:

  • Course name
  • Course status
  • Creation date
  • Subscription date
  • Code

You can also define how many courses you want to show in the widget and in the full list; users can access the full list by clicking on the View all courses link.

You can also decide if you want to:

  • Paginate the widget
  • Show the link View all courses
  • Not display the courses that are included in a learning plan.

Learning path

 

Check the final outcome:

Courses outcome

Please note that if you do not insert the ‘Courses’ widget in the users’ dashboard, they will not be able to see their courses upon logging into the platform.

Admin KPIs

This widget displays a list of admin statistics related to users and the LMS. We suggest including this widget only in the Supereadmins’ dashboards.

Insert the title of the widget, then select which items you want to include in the widget. You can also change the order of the items; just click the icon on the right, and drag and drop the elements.

Select the CONFIRM button to complete the operation.

Admin KPIs

Check the final outcome:

Admin KPIs

HTML/WYSIWYG

This widget allows you to create custom HTML content.

Insert the title of the widget and its height. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget.

Use the text editor to add text and pictures, or to embed videos from YouTube or Vimeo.

Select the CONFIRM button to complete the operation.

HTML

Check the final outcome:

HTML

Catalog

This widget displays a list of available courses for the user to buy or subcribe.

Insert the title of the widget. Similar to the Courses widget, you can choose if you want to show the courses as a list or as thumbnails. Please remember that the ‘thumbnail view’ is only available if you insert this widget in a “one column” or “two columns” layout.

Choose the Course types:

  • E-learning;
  • Classroom;
  • Webinar;
  • Learning plan.

You can choose if you want your users to see the Filter selector, which allows users to display only the active courses, the completed courses, or all courses.

You can also choose if you want them to see the search bar and the switch button; the switch button allows users to change the courses’ view modality.

Then, you can select how to sort the courses. Choose between the following:

  • Course name
  • Creation date
  • Enrollment status
  • Code

You can also define in how many courses you want to show the catalog widget, or select all of the catalogs. Users can access the full list by clicking on the View all courses link.

You can also decide if you want to paginate the dashboard or show the link View all courses.

Select the CONFIRM button to complete the operation.

Catalogo corsi

Check the final outcome:

Catalog

 Power User KPIs

This widget displays a list of Power User statistics related to their users and courses. We suggest including this Widget only for the Power Users’ dashboards.

Insert the title of the widget and its height. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget.

Select which items you want to include in the widget. You can also change the order of the items; just click the icon on the right, and drag and drop the elements.

Select the CONFIRM button to complete the operation.

Manager KPI

Check the final outcome:

Power users KPI

My Learning Plan

This widget displays the list of Learning Plans in which the user has enrolled; each user will view only their own Learning Plans.

Insert the title of the widget and its height. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget.

Similar to the Courses widget, you can choose if you want to show the learning plan as a list or as thumbnails. Please remember that the ‘thumbnail view’ is only available if you insert this widget in a “one column” or “two columns” layout.

You can choose if you want your users to see the categories filter and the search bar. You can also choose if you want users to see the switch button, which allows them to change the courses’ view modality.

You can also allow users to filter Learning Plans by status.

Learning-plan

Check the final outcome:

Learning Plan final outcome

Blog

This widget allows you to display the users’ blogs.

Insert the title of the widget and its height. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget.

You can decide if the user will only have access to his or her blog or if the user can view another blog, which you specify; these blogs will be visible to all the others users as well. It is also possible to include the post’s author and date of publication.

Select the CONFIRM button to complete the operation.

blog widget

Subscription Codes

This widget is for those using Docebo’s Subscription Code app. This widget makes subscription codes easily accessible for users. Simply insert the title of the widget, the pressConfirm.

subscription codes

Gamification

This widget is only available if you are using Docebo’s Gamification App. Here, you display user badges, contests, and the leaderboard.

Begin by giving the widget a title, then flag what information you want to display in the widget. When finished, press Confirm.

gamification widget

Rewards Marketplace

This widget is available for those that have enabled the Rewards Marketplace for the Gamification App.

Start by adding a title to the widget, then choose how many items you want to display in the corresponding text box. Finally, flag whether you want to show links for the user’s rewards history and a link to go to the Rewards Shop.

Press Confirm when you’re finished.

rewards marketplace

Channels List

This widget displays a list of channels and assets within the channels for those using Docebo’s Coach and Share Module.

For this widget, you just need to add a title as desired, then press Confirm.

channels list

Single Channel

This widget displays a single channel with assets for those using Docebo’s Coach and Share Module.

Add a title to the widget, then select which channel you would like to display from the corresponding drop down menu. Finally, decide how many items you want to display and type the number into the text box. When you’re finished, press Confirm.

single channel

External Training

This widget provides quick access for users to Docebo’s External Training App, allowing them to view and manage their external training activity.

Begin by giving the widget a title. Then, flag the following options to enable them inside the widget:

  • Allows users to submit external trainings or change existing ones inside this widget)
  • Show “view all” link
  • Paginate widget

Finally, use the corresponding text box to decide the maximum number of items displayed inside the widget. When finished, press Confirm.

Screen Shot 2016-07-19 at 3.28.01 PM

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