You can create wallboards to be displayed on any web browser.  This gives you the ability to display different information to different screens/people within your organisation. The wallboards update stats in real time and when changes are made on the main screen, such as selecting different widgets, the browser versions will update with a simple refresh.


Users must have a login to access wallboards. 

If you have anyone who accesses the wallboard independently, they will need a user set up in your portal that only has access to wallboards via the permission 'Wallboard Link Access' being enabled as well as the 'Portal Access' permission. 


To revoke access you can remove the user from your portal by making them inactive.


Once they log into the wallboard, they will stay logged in for 30 days by default (365 days from version 4.7.4, this can be changed by contacting the support team). 


To create a new role you will need to go to the permissions page and creating a new user can be achieved via the CTU. Please see the following guides for assistance

Permissions page

CTU User creation


Fig.1 You can find the wallboard manager by heading to BI > Wallboard manager.


Page options

At the top of the page there are 2 buttons

Refresh data. This button will update the page and can be used to ensure you are looking at the most current versions of the wallboards.
Selecting this will create a new wallboard in the table below.

Table headers

Fig.2 The table will hold all wallboards created on the system.


URLsAny toggle arrows displaying here denotes the wallboard has been published. Selecting this will display the URL of the wallboard.
This URL can be selected to open in a browser window or can be copied and pasted where required. This display also shows if there are any issues with the wallboard and there is also the option to delete the URL.
PublishedShows whether the wallboard is published to a URL or not.
IDThe ID number of the wallboard.
Wallboard nameThe name of the wallboard. Make sure its memorable so as the number of wallboards you create grows, you'll know exactly which is which. You cant change the name here, you must select the edit button and change the name there.
ControlsTwo icons are present here, allowing you to edit the wallboard or clone the wallboard.

Wallboard editor options

The top of the wallboard manager screen has several options to enable you to create and customise wallboards and works in the same way as the dashboard designer apart from a couple of slight differences.

Fig.3 A blank new wallboard.


BackThe back button takes you to the previous screen.
FilterThe filter button gives you the option to filter the display of the wallboard by campaign, list, team and users.
XThis button allows you to clear all filters selected
PublishThe Publish button allows you to publish the wallboard making it available for use.  Clicking ‘Publish’ also saves any changes.
NameThe name box is simply where you can enter a name for the wallboard.
Background coverThe background colour can be changed on the wallboards.  This is achieved by clicking the small coloured box which produces a colour picker as shown below.
Preview screen sizeHere, you can see how your wallboard will look on different resolutions.
SaveThe save icon allows you to save the wallboard or any changes made.
'Burger menu'This icon brings up the Widget Toolbox similar to the Dashboard Design screen.


The Wallboard Editor screen acts in the same way as the Dashboard Editor where you can drag the widgets onto the screen and can resize them. 


Each widget also has the same customisation options as the Dashboard Designer.  Settings options for each widget can be accessed by clicking the icon and duplicating the widget can be achieved by clicking the icon. You can delete any widget by clicking the  in the corner.


Publishing the wallboard

Once you have completed designing your wallboard, you can publish it so it can be used. Upon publishing, you will be presented with the following dialog box;

Fig.4 The publish dialogue box.


Permalink - Firstly, the permalink box can be changed to whatever you choose (default is the wallboard name), which will change the URL link after 'Wallboard/'.

Only show assigned Campaigns, Teams & Users -  Checking this box will ensure that dashboards will only show information the user viewing it, is assigned to see.  Any widgets displaying information not assigned to the user will be missing.

E.g. it could be published to a Sys Admin role but the user is manager level, therefore they will only see manager level information. Someone else with Sys Admin access will see all.

Filters - The filters assigned to the wallboard can be allowed to be changed or not by checking or unchecking the required filters. 

 

Once you are happy, you can then publish the wallboard, which makes it live to view at the generated URL.