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How to Create a Profile Dashboard

Replace the default Profinity home page with a custom dashboard for your profile.

Prerequisites

  • An active profile in Profinity
  • A dashboard YAML file ready to upload
  • Admin access to profile settings

Steps

Step 1: Create Your Dashboard YAML

  1. Create a dashboard YAML file in the dashboard editor or a text editor
  2. Your dashboard should start with: 
    dashboard:
  items:
    - titlebar:
        # Your titlebar configuration
    - row:
        items:
          # Your dashboard content
  3. For examples, see the Dashboard Development Guide

Step 2: Access Profile Settings

  1. Navigate to the ADMIN tab
  2. Click on Profiles
  3. Select your profile from the list
  4. Click on the profile to open its settings

Step 3: Upload the Dashboard

  1. In profile settings, find "Upload Default Dashboard"
  2. Click Choose File or Browse
  3. Select your dashboard YAML file
  4. Click Upload or Save

Step 4: Verify the Dashboard

  1. Navigate to the home page (click home icon or refresh)
  2. Your custom dashboard should display instead of the default home page
  3. Dashboard is active whenever this profile is loaded

Tips

  • Test First: Test your dashboard in the Dashboard Editor before uploading
  • Backup: Keep a copy of your dashboard YAML file
  • Validation: Ensure your YAML is valid - invalid dashboards won't load
  • Profile-Specific: Each profile can have its own custom dashboard

Removing a Profile Dashboard

To revert to the default home page:

  1. Go to Profile settings
  2. Remove or clear the uploaded dashboard file
  3. Save the profile