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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Dashboard Templates admin page (/settings/dashboard-templates) lets administrators manage the full library of dashboard layout templates available to users in their organisation, including organisation-owned templates and read-only system templates.

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Overview

The page requires pf.dashboard.admin permission, enforced by an inner RequirePermission guard that shows a ShieldAlert fallback on denial. The page is split into two DataTable sections: Organisation Templates (type org, fully editable) and System Templates (type system, clone-only). Organisation templates support edit, share, duplicate, and delete actions. System templates can only be cloned into the organisation’s template library. The template editor dialog (TemplateEditorDialog) handles both create and update flows; a share dialog (DashboardShareDialog) manages sharing options for a selected template.

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Who it’s for

Requires permission pf.dashboard.admin.

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Before you start

  • You must hold pf.dashboard.admin to reach this page; non-admins see an access-denied message.
  • An organisation must be active; the page renders a loading skeleton until currentOrganization is available.

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Steps

1

Open Dashboard Templates

Navigate to /settings/dashboard-templates. The page lists organisation templates at the top and system templates below.
2

Create a new template

Click Create Template in the top-right corner. The TemplateEditorDialog opens with empty fields.
3

Edit an organisation template

In the Organisation Templates table, open the row action menu and choose Edit. The editor pre-fills with the template’s existing configuration.
4

Duplicate a template

Choose Duplicate from a row’s action menu. A copy is created with the name suffix “(Copy)” and type org.
5

Share a template

Choose Share from the action menu to open DashboardShareDialog for the selected template.
6

Delete a template

Choose Delete from the action menu and confirm the dialog. Users who previously applied the template retain their current dashboard layout.
7

Clone a system template

In the System Templates table, click the clone icon for a template to copy it into your organisation’s template library.

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Key concepts

org templates are owned and editable by the current organisation. system templates are platform-provided and read-only; they can only be cloned.
When a template has no target_roles, it is shown as “All” and is available to all users. Role badges show the configured roles.
The Usage column shows how many times the template has been applied by users in the organisation.

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/dashboard/pages/DashboardTemplatesAdmin.tsx
  • src/platform/dashboard/hooks/useDashboardTemplates.ts