Managing Dashboards

• 1: Creating a New Dashboard
• 2: Delete a Dashboard
• 3: Set a Default Dashboard
• 4: Transfer Dashboard Ownership
• 5: RBAC Rules for Dashboards

1 - Creating a New Dashboard

Dashboards can be created from different locations:

• Using the Dashboards menu
• Using Dashboard Manager
• Copying from an existing dashboard from the Dashboard Library.

Create using the Dashboards menu

1. On the Dashboards tab, click Add Dashboard.
2. Specify a name for the dashboard, build a query, and save.

For information on configuring panels, see Create New Panel

The new dashboard will now be added to the side menu under My Dashboards and is ready for configuration.

2 - Delete a Dashboard

The owner or the administrator of a shared dashboard can delete it. If users duplicate that dashboard, they become the owner of the new one and are allowed to freely delete it.

For information on access rights, see Access Levels in Dashboard.

To delete an existing dashboard:

1. On the Dashboard tab, select the relevant dashboard from the left-hand panel.

2. Click the Settings (three dots) icon for the dashboard.

3. Select Delete Dashboard.

4. Click the Yes, Delete the Dashboard button to confirm the change.

3 - Set a Default Dashboard

A default dashboard can be configured by setting the default entry point for a team, unifying a team’s Sysdig Monitor experience, and allowing users to focus their immediate attention on the most relevant information for them. For more information on configuring a default entry point, refer to the Configure an Entry Page or Dashboard for a Team section of the Sysdig Platform documentation.

4 - Transfer Dashboard Ownership

Dashboards have a single owner. Sysdig Monitor allows administrators and dashboard owners with administrator permissions to transfer the ownership of a dashboard within the UI.

There are several reasons for assigning a new owner to dashboards.

• The dashboard owners are no longer in control of the dashboard data.

• Administrators require to update the dashboard settings or fix how data is displayed.

General Guidelines

• When a user is deleted, any shared dashboards they own or have created will be preserved by default.

• The administrator can transfer only the dashboards that are shared by other users. Private dashboards cannot be seen and therefore cannot be transferred.

• Transferring ownership can only happen one dashboard at a time.

• When editing a user, the administrator can specify to transfer dashboards to a new owner.

• Before changing the dashboard ownership,

  • It is a good practice to ensure that the new owner is part of the team the previous owner is part of. The administrator can preview the teams that will no longer be part of before confirming the transfer.

    The new owner need not be part of any teams the previous owner was part of. In this case, the dashboard will be transferred to the new owner but will no longer be shared with any team. The dashboard will become a private dashboard.

  • A shared dashboard will be visible only to the teams that the new owner is not part of.

Transfer Ownership as an Admin

1. Log in to the Monitor UI.

2. Select Settings > Users.

3. Select the user you want to change the ownership.

   

4. Select one or multiple Dashboards that you want to assign a new owner.

5. Click Transfer Ownership.

   The Transfer Dashboard Ownership page is displayed.

6. Select a new user from the drop-down.

   If the user that you selected is not part of the teams that the Dashboard is shared with, you will see a prompt stating the Dashboard will be unshared with the teams that the new owner is not part of.

7. If you are satisfied with the changes, click Transfer.

Transfer Ownership as a User

1. On the Dashboards tab, select the relevant dashboard from the left-hand panel.

2. Click the Settings (three dots) icon for the dashboard.

3. Select Transfer Ownership.

   

   The Transfer Dashboard Ownership page is displayed.

4. Select a new user from the drop-down.

5. If everything looks ok, click Transfer.

   The teams indicated with cross-out text are the ones that had access to the dashboard earlier and will lose access to it after the transfer.

   The dashboard will also be visible to all the teams that the new owner is part of. If you are not part of the teams that the new owner is a member of, you will no longer have the visibility to the dashboard.

5 - RBAC Rules for Dashboards

The table below summarizes the role-based permissions.

Owner Permissions

User Permissions

When a user decides to share a dashboard with a set of teams, they’ll only be able to pick teams that they are members of.

The table below summarizes what you can do with a shared dashboard.