# Set up suites and boards

In this article:

To add a link to a Cognite application on the home page, select Add application.

# Create a suite

  1. Select Home, then Create suite.

  2. Give your suite a name, select a color, and add a description. The description helps your colleagues understand what the suite contains.

    The image shows Create suite

  3. Select Add boards to populate your suite with content, or select Create to save the suite and add boards later.

# Rearrange suites

  1. On the left-hand sidebar, select and drag a suite to reorder it.

# Delete a suite

  1. Select More options (...) on the suite you want to delete and select Delete suite.

  2. Confirm that you want to delete the suite.

    The image shows Delete suite

# Add a board to a suite

The image shows Add board to suite

  1. Create a title for your board.

  2. Choose the type of board you want to add.

  3. Create a link to your board. This is the URL that links to your dashboard, application, or other relevant items to your suite.

    The image shows Link

    If you add a dashboard, you can add embedded tags to show live data directly in the suite. You do this by copying the dashboard's links in, for example, Grafana and Power BI.

  4. Select Manage access to board to decide which groups should have access to the board. Type to search or scroll through the list of groups

    Tip: Leave the field blank if you want only admins to access the board, for example, to test new suites and boards before making them available to users.

    The image shows how to manage access to boards

  5. Select Add board, and your board is listed under Added boards.

  6. Add more boards or click Save.

  1. In Grafana, select the dashboard you want to have on your board and select Share.

  2. In the Link tab, copy the URL. Paste it into the Add link to board field on the board you are editing.

    The image shows Grafana

  3. In the Embed tag in Grafana, untoggle Current time range if you want live data (recommended).

  4. Copy the code and paste it to Add embedded tag on the board you are editing:

    The image shows the link

    The image shows where to paste it

Learn more about how to use Azure Active Directory as the identity provider

  1. In Power BI, select the dashboard you want to have on your board and select Share > Embed report > Website or portal.

    The image shows where to share The image shows where to paste it

  2. Copy the URL link and paste it into Add link to board.

  3. Copy the HTML link and paste it into Add embedded tag for board.

    The image shows where to paste it

  4. If you're adding an application or a dashboard that doesn't provide an embedded link, you can upload an image by clicking Upload image. The image must be 1 MB or smaller.

    Tip: Use tinypng (opens new window) to compress your png or jpeg file.

# Edit a board

  1. To edit a board, select More options (...) and select Edit board.

    The image shows More options

  2. Click Update board to save your changes. If you want to edit another board, you can select it from the right-hand side.

  3. To remove a board, hover over it and select the Trashcan.

  4. Select Update board > Save.

    The image shows edit board

# Rearrange boards

  1. Select Edit layout in the top right corner.
  2. Drag and drop the top of a board to move the board to the desired position.
  3. Use the drag handle at the bottom right of a board to resize a board.
  4. Select Save layout to save changes.

# Remove a board

  1. Select More options (...) > Remove board.

  2. Select Remove board to confirm.

    The image shows Remove board

# See which suites and boards a group can access

As an admin, you can see which suites and boards different groups have access to:

  1. Select the Users icon and then the group you want to see access information for.

    The image shows Users icon

  2. See which suites and boards the group can access, and select Clear view to go back to admin mode.

Note: You cannot edit when you are in this group view.

# Add Cognite applications to the main page

  1. On the home page click on Add applications button on the right side of the top bar.

Add applications button

  1. After dialog pops up select applications from the list.

Add applications dialog

  1. Save the changes
  1. On the user menu, select Upload customer logo.

    User menu

  2. In the pop-up window, upload your organization's logo. The maximum image size is 1 MB.

# Change configuration for fetching user groups

When CSP loads it fetches a list of groups that a user is a membership of to detect what boards the user has access to. By default it fetches only groups from CDF that are linked to external groups from IdP system (AAD groups etc.). This setting can be changed to fetch all CDF groups (linked and not linked) that user belongs to.

To do that open the user menu and select Change configuration. In the pop-up window change the selection for Use all user groups.

Change configuration

To see the changes check the list of group in the Select group access menu.

Last Updated: 8/20/2021, 8:19:59 AM