FleetOps

How to add a pre-built gadget from the gallery to a new or existing dashboard.

Add a gadget from the gallery

How to rename a dashboard from inside the dashboard or from the dashboards index.

Change the dashboard title

How to copy a gadget from a dashboard or report onto another dashboard, template, or wallboard.

Copy gadgets from dashboards & reports

How to copy an existing standard dashboard, including notes on KPI List behaviour.

Copy a dashboard

Step-by-step guide to creating a new standard dashboard and setting its access level.

Create a new dashboard

How to create a new gadget from scratch on a standard dashboard.

Create new gadgets on a dashboard

How to access matrix gadget settings to rename metrics, add or remove metrics, and change sort order.

Edit matrix gadgets

How to add, remove, resize, and reposition gadgets on a standard dashboard.

Edit standard dashboards

How to configure a drill-down target on a dashboard gadget so users land on the right report.

Set a drill down on a dashboard gadget

The difference between scope and run-time filters, when each applies and who can change them.

Understand the difference between scope and run time filters

How to edit filters on dashboard gadgets, including the limited edit mode on template-based dashboards.

Edit filters on dashboard gadgets

How the gadget builder works, where to find it and what each setting controls.

Understand settings on the gadget builder

How to find your dashboard templates from the dashboards index screen.

Find your templates

How to create a new dashboard from a template so each user sees data scoped to them.

Create dashboards from templates

How to change a single template-based dashboard, or update every dashboard built from a template.

Edit dashboards created from templates/edit templates

How to update a Fleet Manager template by adding a reminders gadget that propagates to every dashboard built from it.

Update Fleet Manager templates with reminders gadget

Dashboards

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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