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What permissions do I need?

Users with the Activeboards (manage) or the User resources permissions can create new Activeboards (more about permissions here). Having only the View level of the Activeboards permission does not allow you to create new Activeboards.

Creating your Activeboard

Info

No existing Activeboards

If you do not have an Activeboard in your domain, you will see a welcome screen after selecting Activeboards in the navigation pane.

After accessing the Activeboards section, if you do not have an Activeboard in your domain, you can create one by clicking on the New Activeboard button from the Activeboard Manager window. Enter the required Title and Description, thenselect Create activeboard.

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Click the + icon at the top left of the Activeboard area.

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  • Access the Session manager by clicking on the current Activeboard name and then click on New Activeboard.

  • Access the Activeboard manager by clicking the folder icon and then click on New Activeboard at the bottom.

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Enter a Title and an optional Description for the new Activeboard.

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Click Create.

Finding your Activeboard

The new Activeboard will appear in the Activeboard manager (select the folder list icon at the top left corner to access it) and in the Session manager (click the current Activeboard name).

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Populating your Activeboard

You can now proceed to create widgets and inputs in your Activeboard and feed them with data.

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