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Halo

[11.10]Halo — New “Approve” Toggle for Halo Dashboards

Hyly.AI Marketing |

We've added a "Approve" toggle that lets users promote dashboards from "My Dashboards" to a dedicated "Approved Dashboards" section.

This helps teams distinguish official, approved dashboards from personal drafts → cleaner organization, fewer errors, and faster access to trusted reporting templates.

Read the full details here👇


What's New

  • Approve toggle in dashboard settings to mark dashboards as shared organization-wide
  • Approved Dashboards section in the navigation sidebar for easy access to approved templates
  • Toast notifications confirming when dashboards are moved between My Dashboards and Approved Dashboards

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Why This Matters: Intelligence Fabric Story

Before:

  • All dashboards appeared in one undifferentiated list
  • No way to signal which dashboards were official or ready for use
  • Users couldn't tell trusted templates from drafts or experiments

Now:

  • Clear separation between draft and approved dashboards
  • Simple toggle to promote dashboards to organization-wide visibility
  • Reduced confusion about which dashboards are approved for reporting
  • Better dashboard organization for clients with hundreds of users

Business Impact

  • Cleaner dashboard organization — especially for large clients like C&W or RPM with 100+ users
  • Faster access to trusted templates — teams can quickly find approved dashboards
  • Reduced reporting errors — clear signal of which dashboards are ready for business use
  • Better collaboration — official dashboards are easily discoverable by all users
  • Scalable governance — foundation for future permission controls and approval workflows

The People Behind This Feature

  • Business Owner: Blake Williams
  • Product Manager: Parthasarathi Ray
  • Alla Sai Sanath
  • Muhammad Hassan
  • Hamza Satti

How to Use It

  1. Open any dashboard in "My Dashboards" you want to share organization-wide
  2. Click the "Approve" toggle in the dashboard header or settings
  3. Confirm the action in the modal popup
  4. Dashboard moves from "My Dashboards" to the "Approved Dashboards" section
  5. All organization users can now access it from the Approved Dashboards menu

Who Benefits

  • Corporate Administrators: easily share approved dashboards across the organization
  • Regional & Marketing Managers: quickly find and use official reporting templates
  • Property Managers: access vetted dashboards without sorting through drafts
  • Large Clients: better dashboard management with hundreds of users across properties

 

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