Using the Insight Toolbar and Menus to Navigate and Modify Dashboards

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1 The Insight Home Page

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Simple Toolbar

If you logon to Insight as a user without modify privileges Insight displays a simple toolbar which provides a Home button which will return the user to the Insight homepage and a refresh button for refreshing the homepage or the current dashboard view.

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Modify Toolbar

If you logon as a member of the Administrator group you will have privileges to modify the Insight homepage. Accordingly the toolbar will include a Modify button. Clicking on the Modify button will load the Insight homepage in Modify mode and the toolbar will display additional buttons for the different modify options for the homepage.

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Modify Options Toolbar

These options are:
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2 Dashboard Pages

To view or modify individual dashboards open the dashboard by clicking on it from the Insight home page. The Insight homepage must be in View mode to open a dashboard. If you have the Insight home page loaded in Modify mode first click on the dashboard. Like the Insight home page, a dashboard page provides users with read only access with a simple tool bar for refreshing the current view and returning to the Insight home page.

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Modify Scope Options


Users with modify privileges are provided with a toolbar which has additional button for entering modes for modifying Shared Scope or User Scope based on their privileges to the dashboard.

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Modify Options


Clicking on Modify Shared Scope or Modify User Scope loads additional toolbar options for modifying the current dashboard.

These options are:
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Web Part Edit Menu


The web part menu allows you to select options for the current web part based on the selection of design, edit, or catalog mode on the toolbar. For example, to edit a web part select Edit on the toolbar to enter edit mode, and then select Edit in the web part menu for the part you wish to edit