Dashboard Customizations

Hi ​@samjarvis01, 

We can definitely ask for help in our RingCX Community Hub. Could you please send me a DM with your RingCentral number so I can confirm if your account is with RingCX? I wasn’t able to locate it and may have the wrong information.

Thank you!

After working with our IT department, we found that currently, real-time dashboards in RingCentral RingCX offer limited customization options, particularly when it comes to branding and external display use cases.

There does not appear to be a supported way to:

- Apply custom branding (e.g. company logo, colours, themes)

- Modify layout or styling beyond the default configuration

- Embed dashboards externally (e.g. in internal portals, intranet pages, or wallboards)

The only viable approach identified so far is sharing dashboards using a JWT-based access method.

However, this presents several challenges:

- Security Risks

-- Token-based access can be difficult to control and rotate

-- Risk of unintended sharing if tokens are exposed

-- Limited granularity in restricting access once issued

- Operational Overhead

-- Requires additional effort to generate and manage tokens

-- Not scalable for broader internal distribution

- Lack of Native Support

-- Not a true embedding solution (e.g. no seamless iFrame support)

-- No built-in controls for read-only external viewers

-- No alignment with standard enterprise embedding practices

As a result, this workaround is not ideal for production use cases, especially in environments with strict security and governance requirements.

If this is already partially supported through another method, clarification or documentation would also be greatly appreciated!