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Dashboard

Learn how to utilize navigate through the Dashboard on Trio.

Overview

The Dashboard module is the primary interface for monitoring user and device states in real time. It provides configurable dashboards composed of modular widgets that surface operational, compliance, and activity data.

Default Dashboard View

When an admin signs in, the currently active dashboard is loaded.

  • Displays real-time metrics using widgets

  • Each widget reflects tenant-scoped data

  • Widgets auto-refresh and show a Last Updated timestamp

Sample Widgets

  • OS Distribution: Displays enrolled device counts grouped by operating system (macOS, Windows, Android, iOS/iPadOS)

  • User Status: Displays user lifecycle states (Active, Onboarding, Suspended, Offboarded)

These are sample widgets. Additional widgets can be added using Add widget.

Dashboard Switching

Admins can manage multiple dashboards.

Switch Dashboard

  1. Click the dashboard name dropdown next to Edit

  2. Select an existing dashboard

Pin Dashboard

  • Click the pin icon to set a dashboard as the default

  • The pinned dashboard loads automatically on login

Create a New Dashboard

Use this flow to create a custom dashboard layout.

  1. Navigate to Dashboard

  2. Open the dashboard dropdown

  3. Click Create.

  1. In Dashboard name, enter a unique identifier

  2. Click Add next to Widgets

  3. Select widgets from the widget library

  4. (Optional) Enable Set this dashboard as the default

  5. Click Save

The dashboard becomes immediately available in the dashboard switcher.


Edit an Existing Dashboard

Use Edit mode to modify dashboard configuration.

  1. Open the target dashboard

  2. Click Edit

Available Actions

  • Dashboard name: Update the dashboard title

  • Widgets list: View all active widgets

  • Delete widget: Remove widgets using the delete icon

  • Add: Append new widgets

  • Set as default: Assign dashboard as default for the account

  1. Click Save to apply changes or Cancel to discard

Add Widgets

Widgets are modular visual components that display system data.

Add Widget Flow

  1. Click Add widget from the dashboard view or Add in Edit mode

  2. Search or browse widgets in Manage Widgets

  3. Click + to select widgets

  4. Click Confirm

Widgets are added immediately and become visible on the dashboard.

Widget Categories

Widgets are grouped by functional domain:

  • User

    • Total Users

    • Users Status

    • User Adding Methods

  • Device

    • Total Devices

    • Device Assignment Overview

    • Device Compliance State

  • Activity

    • Group Changes Logs

    • Group Complete Info

  • System

    • OS Distribution

Widget availability may vary based on role permissions and tenant configuration.

Contact Support

If dashboards or widgets fail to load or update correctly, contact Trio Support and provide:

  • Organization ID

  • Dashboard name.

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