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Understanding Insights dashboard view and edit modes in IWS
Summary
This article explains how dashboard owners and editors can toggle between View and Edit modes in Damstra Insights. It also outlines how interactivity settings affect what users can see and do in each mode.
Details
What it is
Dashboard View and Edit modes allow users to preview dashboards as viewers would see them or make permanent changes to dashboard content and layout.
Why it matters
Understanding these modes helps dashboard creators manage user experience, control access, and maintain dashboard integrity while enabling collaboration.
Key points
View mode
- Purpose: Preview the dashboard as a viewer would see it.
- Access: Available to dashboard owners, editors, and viewers.
- Behavior:
- Viewers can interact with visuals temporarily.
- Changes made in View mode are not saved.
- Icons and settings not permitted for viewers are hidden or disabled.
- Owners and editors can use View mode to simulate viewer experience.
Edit mode
- Purpose: Modify and save dashboard content.
- Access: Available to users with Creator privileges.
- Behavior:
- Creators can add visuals, change layout, and save changes.
- Dashboards open in Edit mode by default for owners and editors.
- Toggle to View mode to preview viewer experience.
Interactivity settings
Interactivity profiles define what users can see and do in each mode. Visibility is either Hidden (cannot be overridden) or Default (controlled by profile, overrides, or permissions).
Dashboard controls visibility
| Control | View Mode | Edit Mode |
|---|---|---|
| Dashboard Interactivity | Hidden | Default |
| Dashboard Layout | Hidden | Default |
| Changing Layout | Hidden | Default |
| Save | Hidden | Default |
| Add Visuals / Snippets | Hidden | Default |
| Dashboard Links | Hidden | Default |
| Cross-Source / Cross-Visual Links | Hidden | Default |
| Delete | Hidden | Default |
| Unsaved Changes Label | Hidden | Default |
| Save As | Default | Default |
| Share Dashboard | Hidden | Default |
| Export | Default | Default |
| Favorite | Default | Default |
| Refresh | Default | Default |
| Schedule | Default | Default |
| Filter | Default | Default |
Widget controls visibility
| Control | View Mode | Edit Mode |
|---|---|---|
| Widget Header | Default | Default |
| Widget Pickers | Default | Default |
| Maximize Widget | Default | Default |
| Export Widget | Default | Default |
| Change Widget Settings | Hidden | Default |
| Change Snippet Settings | Hidden | Default |
| Copy Widget | Hidden | Default |
| Remove Widget | Hidden | Default |
| Add to Visual Gallery | Hidden | Default |
| Convert to Local Visual | Hidden | Default |
| Undo Changes | Default | Default |
| Save as Visual | Default | Default |
| Edit Snippet | Hidden | Default |
FAQs
Can I save changes in View mode?
No, any changes made in View mode are temporary and discarded when you leave the dashboard.
What’s the difference between Viewer and Creator access?
Viewers can interact temporarily with dashboards. Creators can edit and save changes.
Can I control what viewers see?
Yes, use interactivity profiles to define visibility and access for dashboard viewers.
Related articles
- [Creating dashboards in Damstra Insights]
- [Managing dashboard permissions]
- [Using interactivity profiles]