Creating and Managing Dashboards in TeamDynamix Admin (TDAdmin)

Objective

To provide administrators with step-by-step instructions on how to create, assign, and manage dashboard templates in TeamDynamix Admin (TDAdmin), ensuring users and groups have the right dashboards to support their roles and workflows.

Index

  1. Navigate to Dashboard Management

  2. Create a New Dashboard Template

  3. Assigning Dashboards to Users

  4. Managing Dashboard Templates

  5. Best Practices for Admin Dashboards

Contents

1. Navigate to Dashboard Management

  • Log in to TDAdmin.

  • In the left navigation, expand Dashboard Templates → Dashboard Templates.

    • You’ll see a list of Dashboard Templates (these are the admin-level dashboards you can push out to users)

 

2. Create a New Dashboard Template

  1. Click + New.

  2. Give the dashboard a Name and optional Description.

  3. Save — this opens the dashboard editor.

Now you can configure it:

  • Add Rows → choose layout (full width, half/half, thirds, etc.).

  • Add Widgets → select reports, charts, or HTML modules.

  • Drag and drop to arrange.

  • Click the gear icon to adjust settings:

    • Auto-refresh

Save when done.

 

3. Assign Dashboards to Users

You have two main ways:

Assign to a Single User

  • TDAdmin → Users & Roles → Users → select the user.

  • Go to the Dashboards tab.

  • Click + New → choose the dashboard template.

  • You can decide if it’s Linked (user sees updates when you edit the template -- PREFERRED) or Unlinked (user gets their own copy).

Assign to Multiple Users

  • TDAdmin → Users & Roles → Users.

  • Select the users you want.

  • From Actions, choose Add Dashboard.

  • Pick the template and assign (linked or unlinked).

 

4. Managing Dashboard Templates

From the Dashboard Templates area in TDAdmin you can:

  • Edit → select the specific dashboard to change layout, widgets, settings.

  • Delete → remove the template (doesn’t delete copies already pushed out).

 

5. Best Practices (Admin Side)

  • Use linked templates if you want to centrally manage a standard dashboard and push updates automatically.

  • Use unlinked copies if you want to give users a starting point but let them customize.

  • Make sure all reports/widgets you add are shared with the users/groups that will see them, or they’ll get blank sections.

 

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