--- sourceDocument: Brazil Platform Analytics sourceDocumentLink: https://www.servicenow.com/docs/r/now-intelligence Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Platform Analytics ft:clusterId : - par bundleId : - par workflow : - Platform --- # Configure # Configuring dashboards {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Configuring dashboards This guide explains how to configure dashboards within ServiceNow's Platform Analytics, covering common user tasks, administrative settings, and Process Mining integration. It helps you customize dashboards, manage ownership, control data refresh, and leverage Process Mining capabilities effectively. Show full answer Show less ## Common Configuration Tasks * **Change dashboard name or description:** Update the dashboard's name and provide a clear description to inform other users. * **Specify dashboard requester:** Assign the user who requested the dashboard, automatically granting them editing rights. * **Transfer ownership:** Dashboard owners can transfer ownership to another user or user group, allowing flexible management. * **Set background colors:** Customize the background colors for one or more dashboard tabs for better visual organization. * **View creator and sharing info:** Identify who created the dashboard and who it is currently shared with. These tasks generally do not require special roles but may be limited to owners or users with editing rights. ## Admin Configuration Tasks * **Set data refresh options:** Control scheduled refreshes and data caching to optimize dashboard performance. Requires `dashboardadmin` or `admin` role. * **Certify dashboards:** Officially approve dashboards for organizational use, requiring the `admin` role. * **Configure dashboard tab cache timeout:** Define how long tab content is cached before refreshing, applied globally. Requires `admin` role. * **Manage workspace permissions:** Specify which workspaces can include the dashboard outside Platform Analytics. Requires `admin` or `dashboardadmin` role. * **Move dashboards with update sets:** Transfer dashboard structure to other instances via update sets (contents excluded). Requires `admin` role. ## Process Mining Integration Tasks * **Configure Process Mining maps:** Visualize process states and transitions on dashboards for process analysis. Requires `snprocessoptimizationanalyst` role. * **Create Process Mining projects:** Use suggestions from the Insights panel to create projects for process optimization. Requires `snprocessoptimizationanalyst` role. Configure your dashboard and perform admin tasks. Most tasks are performed in either the dashboard details or the dashboard settings UI. ## Common configuration tasks {#configuring-dashboards__cf-config-parent-checklist} The following tasks do not require a special role, though they may be limited to the [dashboard](https://www.servicenow.com/docs/mShtAtHrVm3EJvKCaOxvbQ#gloss-dashboard "A canvas for organizing and sharing data visually. Dashboards contain data visualizations, filters, and other visual elements. Users can share dashboards with other users, groups, or roles to create a shared view of data.") owner or a user with editing rights. * [Change dashboard name or description](https://www.servicenow.com/docs/MpoTmh_aPf0ysBR6TJyh7A "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.") Provide an informative description of your dashboard for other users. * [Specify dashboard requester](https://www.servicenow.com/docs/MpoTmh_aPf0ysBR6TJyh7A "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.") Specify the user who requested that this dashboard be created. Specifying the user automatically gives them editing rights to the dashboard. * [Transfer ownership of a dashboard](https://www.servicenow.com/docs/MpoTmh_aPf0ysBR6TJyh7A "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.") By default, the creator of the dashboard is the dashboard owner. If you are the owner of a dashboard, you can transfer this ownership to another user or to a user group. * [Set background colors](https://www.servicenow.com/docs/YvYwcPhWFRcL5chtGJ5Ncw "You can set refresh interval details and background colors, enable data caching to speed page refreshes, and choose which Insights cards to show.") Select the background colors for one or more tabs on the dashboard. * [See who created a dashboard](https://www.servicenow.com/docs/MpoTmh_aPf0ysBR6TJyh7A "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.") * [See who the dashboard is shared with](https://www.servicenow.com/docs/MpoTmh_aPf0ysBR6TJyh7A "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.") {#configuring-dashboards__cf-config-parent-tasks-ul} ## Admin configuration tasks {#configuring-dashboards__section_dsz_nqg_4cc} The following tasks require at least the dashboard_admin if not the admin role. * [Set data refresh options](https://www.servicenow.com/docs/YvYwcPhWFRcL5chtGJ5Ncw "You can set refresh interval details and background colors, enable data caching to speed page refreshes, and choose which Insights cards to show.") Set whether the dashboard is refreshed on a schedule and whether data caching is used. Requires the dashboard_admin or admin role. For more information, see [Data caching in Platform Analytics](https://www.servicenow.com/docs/no0VlxHb8ppdz7Zxsfjw8w "Data caching can help data visualizations load faster by reusing older responses when available. Users can always get the latest data by refreshing the dashboard manually."). * [Certify a dashboard](https://www.servicenow.com/docs/BxLiC4uP31mYEcA_HnTmgg "Certify a dashboard to indicate that it is company-approved and recommended for use.") Certify that a dashboard has been officially approved for use by your organization. Requires the admin role. * [Configure Platform Analytics dashboard tab cache timeout](https://www.servicenow.com/docs/j19WZzpy79OpCKy2p8sVUg "Dashboard content isn’t refreshed every time a user navigates between tabs. You can configure the number of minutes that dashboard tab content is cached before it's refreshed.") Set the number of minutes that dashboard tab content is retained before being refreshed. Applies to all dashboard tabs on the instance. Requires the admin role. * [Manage which workspaces are allowed to contain the dashboard](https://www.servicenow.com/docs/MpoTmh_aPf0ysBR6TJyh7A "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.") Specify the workspaces on the instance other than the Platform Analytics experience that this dashboard can be added to. Requires the admin or dashboard admin role. For more information about dashboards in workspaces, see [Add a dashboard to a Dashboards page](https://www.servicenow.com/docs/7enowB9mdgIihDPZqm7nBw "You can add either a technical dashboard or one made in the inline editor to a page you built from the Dashboards page template. Configure the dashboard component on that page."). * [Move a Platform Analytics dashboard with an update set](https://www.servicenow.com/docs/1HuU_Tf2FtOpC66NNC9xtA "Dashboard tabs aren’t automatically transferred in update sets. You can add a dashboard's components to update sets from a dashboard record using the Unload Dashboard function. The Unload Dashboard function unloads the entire dashboard with related content.") Moves the dashboard structure to an update set, so it can be put on another instance. Does not include dashboard contents. Requires the admin role. {#configuring-dashboards__ul_kf2_sqg_4cc} ## Process Mining integration tasks {#configuring-dashboards__section_ev5_ftg_4cc} * [Configure a Process Mining map on a dashboard](https://www.servicenow.com/docs/W3CB6AtZPjuREQ5yTMYeMQ "Map the different states that are part of your process and the transitions between those states. See which states the objects of the process are in and the speed with which they change state.") Map the different states that are part of your process and the transitions between those states. See which states the objects of the process are in and the speed with which they change state. Requires the sn_process_optimization_analyst role. * [Creating Process Mining projects from Proactive Analytics suggestions](https://www.servicenow.com/docs/YUJ7RKwXVdQfsDrOFk~tIA#pm-projects-insights-suggestions "If you are using Proactive analytics with Process Mining, Proactive analytics can suggest new Process Mining projects. A single click from a suggestion creates and runs the project.") The Insights panel can include suggestions for Process Mining projects to create. Creating the projects requires the sn_process_optimization_analyst role. {#configuring-dashboards__ul_nmh_4tg_4cc}