--- title: "Manage custom dashboard settings" slug: "manage-custom-dashboard-settings" updated: 2026-03-27T18:41:03Z published: 2026-03-27T18:41:03Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage custom dashboard settings ## Overview Edit your custom dashboards settings to manage sharing access to custom dashboards as well as rename, duplicate, and delete custom dashboards. --- ### #### Who uses this feature - Administrators - This feature is available in the ServiceTitan Essentials and Works packages. ## Things to know - Employees must have [reporting permissions](/v1/docs/set-reporting-permissions) enabled for the report template used in a custom dashboard module to view or edit it. - By default, administrators have access to edit and share access to all custom dashboards. To change this setting, contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details. ## Share custom dashboards by company role 1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****. 2. In the side panel, go to **Operations**>**Dashboards**. 3. Click the **Custom Dashboards** tab.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-rtlkqj3g.png) *Custom Dashboards* opens listing the custom dashboards you have access to. 4. For the custom dashboard whose sharing access you want to edit, click Share **Share Access**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-lock-outline.png). 5. Select or deselect **View** for a company role to enable or disable viewing access to the dashboard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-x2e7ykpu.png) 6. When you’re finished, click **Save Changes**. 7. In the *Save Changes?* pop-up, click **Save** to confirm the action. > **Note:** To apply the new sharing settings to employees already assigned to that role, select **Apply changes to existing users**. Otherwise, the sharing settings only apply to office employees assigned to that role after you save the changes. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-flqmk60l.png) ## Share custom dashboards by individual employee 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) . 2. In the side panel, go to **Operations**>**Dashboards**. 3. Click the **Custom Dashboards** tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-okj3oebr.png) *Custom Dashboards* opens listing the custom dashboards you have access to. 4. For the custom dashboard whose sharing access you want to edit, click Share **Share Access**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-lock-outline.png). 5. Click **Manage by role** and select **Manage individual users** from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-d22crqms.png) 6. For the individual you want to set access for, select an option to enable or disable it: 1. **View**: Can view the custom dashboard 2. **Edit:**Can edit the custom dashboard ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-44i13fcu.png) > **Note:**Employees tagged with an **Error**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-error-outline.png) icon do not have full permissions to access the dashboard. For more, see [Resolve missing permissions](/v1/docs/share-custom-dashboards#resolve-missing-permissions). 7. When you’re finished, click **Save Changes**. ## Rename, duplicate, and delete custom dashboards 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) . 2. In the side panel, go to **Operations**> **Dashboards**.*Dashboard Settings* opens. 3. Click the **Custom Dashboards** tab. *Custom Dashboards* opens listing the custom dashboards you have access to. 4. For the custom dashboard you want to edit, click an icon to perform an action: 1. To rename a dashboard: 1. Click **Edit**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) . 2. Use the **Name** field to rename the dashboard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-f5eo8elv.png) 3. When you’re finished, click **Save**. 2. To duplicate the dashboard: 1. Click **Duplicate**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-content-copy.png)****. The *Duplicate Dashboard* pop-up opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-tbyyz9i6.png) 2. Use the **Name** field to rename the duplicated dashboard. 3. When you’re finished, click **Save**. 3. To delete a dashboard: 1. Click **Delete**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png)****. 2. In the confirmation pop-up, click **Delete** to complete the action. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-bgzop929.png) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard) - See [Create custom reports](/v1/docs/create-custom-reports)