---
title: "Manage custom dashboard settings"
slug: "manage-custom-dashboard-settings"
updated: 2026-03-27T18:41:03Z
published: 2026-03-27T18:41:03Z
canonical: "help.servicetitan.com/manage-custom-dashboard-settings"
---

> ## 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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) .
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) *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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D).
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)

## 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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) .
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) *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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D).
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)

> **Note:** Employees tagged with an **Error** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-error-outline.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) 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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) .
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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) .
    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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)
    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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) . The *Duplicate Dashboard* pop-up opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-custom-dashboard-settings-image-tbyyz9i6.png?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)
    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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D) .
    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?sv=2026-02-06&spr=https&st=2026-10-12T21%3A00%3A56Z&se=2026-10-12T22%3A00%3A56Z&sr=c&sp=r&sig=0IP3nRr1hVx9TwQbN%2BVQXI4RrddqvQFYa4lu0PFR9%2B4%3D)

## 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)