Dashboards by User

Forum|Forum|1 year ago
January 29, 2025
3 replies
73 views

Our users do not appear to have the option to create dashboards. Is this a feature available and if so how do we get them set up so that they can? Currently they just see the standard contracts dashboard but need widgets added to it, BUT all users do not need to see those widgets.

M

marco.tanglao

Docusign Employee

Hello @MelanieJohnsonn,

Thank you for reaching out to the Docusign Community.

Please let us know what type of Dashboard you are referring to. Is this in Docusign Interface or an Integration related?

Hope we hear from you soon.

Best regards,
Marco Paulo| Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Hello @MelanieJohnsonn ,

Just want to follow up with your concern. You may also visit the link below on how your users can set up Dashboard.

Dashboards in Docusign CLM

Creating a Shared Dashboard in Docusign CLM

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Hello @MelanieJohnsonn,

I hope you are doing well.

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post?

It helps other community members who might have similar questions. Thank you!

Best regards,
Marco Paulo | Docusign Community Moderator

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.