Edit a Dashboard

Table of Contents

Edit a Dashboard

 

Dashboards allow content to be displayed on selected users’ Home pages. They can be assigned to each member of an Audience all at once, and each user can select and customise them if you allow it.

If you don't have permissions to edit a dashboard and need them, email learn@hubspot.com.


Edit a Dashboard

There's a lot you can add to a dashboard. Check out all your options here and find our steps to the most commonly used features below.


Add a Featured Links Block

Please note: Blocks are items which may be added to almost any page in Learn@HubSpot and can be used to add additional content or functionality to pages throughout your Learn@HubSpot that are useful to users.

The Featured links block is a customisable block that provides an easy way to navigate to both internal Learn@HubSpot pages and external sites. The main design feature is the use of customisable, image based tiles. 

1. In Learn@HubSpot, click the settings gear icon settings gear icon in the top right corner, then click Menu Settings at the bottom right of the pop-up box.

2. On the left sidebar menu, click Site Administration.

3. Click Navigation, then click Dashboards.

Please note: you can also navigate to Dashboards by selecting it from the Site Administration > Navigation on the left sidebar menu found on any course page. 

4. Create a new Dashboard or click an existing dashboard name to open it.

5. Click the Blocks editing on button at the upper right corner.

6. Click the orange “+” button in the a chosen Region block and select Featured Links

edit a dashboard_screenshot 1

7. Within the Featured Links block,  click the Add Tile button.

8. Configure the Tile settings to your preferences.

9. Click Save changes.

10. Repeat steps 6 to 9 if you wish to add more Featured Links blocks.


Set Visibility For a Tile


  1. To hide a Tile under a Featured Links block, click the gear dropdown button on the tile.
  2. Click Visibility.
  3. Under Edit Visibility, select Apply rules next to Access. 
  4. Under Audience, select the checkbox next to Define access by audience rules.
  5. Click Add Audiences.
  6. Search for and select the Audience(s) you want to grant visibility to the tile to.
  7. Select the appropriate checkbox for Audience rule aggregation.
  8. Click Save changes. 

Add and Edit an HTML Block

Please note: Blocks are items which may be added to almost any page in Learn@HubSpot and can be used to add additional content or functionality to pages throughout your Learn@HubSpot that are useful to users.

An HTML block is a standard block used to add text, multimedia, widgets etc to a site front page or course page. This block is a very flexible block and allows administrators and page editors the ability to create custom navigation, html-based APIs and graphic-based information.

  1. Click the orange “+” button in the chosen Region block and select HTML
  2. Click the gear icon gear icon 2 above this block.
  3. Click Configure (new HTML block) block.
  4. Click on the gear and choose Configure (new HTML block).
  5. Click Expand all in the upper right corner.
  6. Unselect the following checkboxes: Allow block hiding, Allow block docking, and Show Border.
  7. Under Custom block settings, insert your content
  8. Click Save changes.