Edit a Viva Connections dashboard

The Viva Connections dashboard provides fast and easy access to information and job-related tasks. Content on the dashboard can be customized and then targeted to users in specific roles, markets, and job functions. It consists of cards that engage viewers with existing Microsoft Teams apps, Viva apps and services, partner apps, custom solutions using the SharePoint Framework (SPFx) framework, internal links, and external links.

The Connections dashboard can be edited from within your Connections experience.

1. From within your Connections experience, select Edit in the dashboard section.

2. Select + Add a card.

3. Select Edit (pencil icon) for each card to edit properties like the label, icon, image, and audience targeting settings where applicable.

4. Select Delete (trash can icon) to remove cards.

5. Preview the experience on all devices to ensure usability before publishing or republishing.

6. Publish or Republish when you're done to share the edits with others.

Change the dashboard settings

The dashboard details contain settings for your dashboard, page versioning, and controls for the Editor and enabling user customization on their personal dashboard view.

1. From Connections, select Edit.

2. Select Dashboard details above the dashboard.

   

3. In the Dashboard details pane, you can add a thumbnail and description to show in search results:

   • Change Thumbnail: Select to add an image to be shown in search results.

   • Description: Enter a description in the text field to be shown in search results.

4. The Editor can be toggled off or on. When enabled, the editor checks spelling and grammar (Enabled by default).

5. Allow users to rearrange and hide dashboard cards can be enabled or disabled (Enabled by default):

   • If enabled, users see the Customize button on their dashboard, which enables them to show or hide unused dashboard cards, reorder their dashboard card view, and add their own cards.

   • Changes users make to their dashboard are only seen by that user. Any updates or changes to the dashboard by an owner or member of the experience will override the user’s personal changes.

   Note

   Disabling user customization resets all user dashboard views to what the organization created. This includes removing any dashboard cards the user added to their dashboard.

   For more information how end users can customize their dashboard, see the relevant sections in the dashboard and mobile articles.

   

6. When finished making your changes, select the X to close the Dashboard details pane.

Edit the dashboard from your SharePoint home site

If your organization has a SharePoint home site, you can set up and edit the dashboard from the SharePoint home site or in Microsoft Teams. You need edit permissions for the SharePoint home site to make changes.

1. From the SharePoint home site, select the Settings gear at the top-right of the page.

2. Select Manage Viva Connections.

3. Select the + Create dashboard or View dashboard button.

4. Select + Add a card.

5. Select the type of card you want to add from the dashboard card toolbox and then use the instructions within this article to set up each type of card. As you’re building the dashboard, you can preview its appearance in mobile and desktop for different audiences.

6. When you're done adding cards and applying targeting to specific audiences, Preview the experience to ensure an ideal viewing experience.

7. Once you’re satisfied with how the dashboard looks in preview, select Publish or Republish at the top-right of your dashboard to make it available for use on your home site, in Teams, and in the Teams mobile app.

Use the Dashboard web part for Connections

Once a dashboard is authored and published in your Connections experience, you can use the Dashboard web part to display it on any section of your SharePoint site. If your organization has a SharePoint home site, you can set up and edit the dashboard from the SharePoint home site, Microsoft Teams, or the Viva home site.

When added, the Dashboard web part automatically populates with the cards from the existing dashboard on your site. You can set the maximum number of cards you want to display. Learn how to use the Dashboard web part.

Customize your dashboard with cards and audience targeting

Further customize your dashboard by adding various cards meant to help users perform specific tasks. Add another layer of customization with audience targeting and build a unique dashboard experience with content for specific groups within your organization.

For a list of available dashboard cards, along with a description of the tool and steps for setting up, refer to the article on Available dashboard cards in Connections.

For more information on audience targeting and aspects of your Connections experience it can be applied to, see the article on applying audience targeting to dashboard cards.

How URLs and single sign-on works

For some cards, you'll use links to URLs. Depending on the location of the content, links to URLs might display content in Microsoft Teams or elsewhere and Single sign-on (SSO) behavior can differ. Get more information about how links to URLs and SSO behave depending on the location of the content you're linking to.

More resources

Step-by-step guide to setting up Connections

Learn more about how to plan a dashboard

Design your own dashboard card with the card designer

Available dashboard cards in Connections