Manage custom dashboard settingsLast updated on 03/22/2022
Edit your custom dashboards settings to manage sharing access to custom dashboards as well as rename, duplicate, and delete custom dashboards.
Things to know
Employees must have 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 for details.
Share custom dashboards by company role
Go to the navigation bar and click Settings
.In the side panel, go to Operations>Dashboards.Dashboard Settings opens.
Click the Custom Dashboards tab.
Custom Dashboards opens listing the custom dashboards you have access to.
For the custom dashboard whose sharing access you want to edit, click Share Share Access
. The Share Access window opens.Select or deselect View for a company role to enable or disable viewing access to the dashboard.
When you’re finished, click Save Changes.
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.
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Share custom dashboards by individual employee
Go to the navigation bar and click Settings
.In the side panel, go to Operations>Dashboards.Dashboard Settings opens.
Click the Custom Dashboards tab.
Custom Dashboards opens listing the custom dashboards you have access to.
For the custom dashboard whose sharing access you want to edit, click Share Share Access
. The Share Access window opens.Click Manage by role and select Manage individual users from the dropdown.
For the individual you want to set access for, select an option to enable or disable it:
View—Can view the custom dashboard
Edit—Can edit the custom dashboard
Note:Employees tagged with an Error
icon do not have full permissions to access the dashboard. For more, see Resolve missing permissions.When you’re finished, click Save Changes.
icon do not have full permissions to access the dashboard. For more, see Rename, duplicate, and delete custom dashboards
Go to the navigation bar and click Settings
.In the side panel, go to Operations>Dashboards.Dashboard Settings opens.
Click the Custom Dashboards tab.Custom Dashboards opens listing the custom dashboards you have access to.
For the custom dashboard you want to edit, click an icon to perform an action:
To rename a dashboard:
Click Edit
. The Dashboard Settings pop-up opens.Use the Name field to rename the dashboard.
When you’re finished, click Save.
To duplicate the dashboard:
Click Duplicate
. The Duplicate Dashboard pop-up opens.Use the Name field to rename the duplicated dashboard.
When you’re finished, click Save.
To delete a dashboard:
Click Delete
.In the confirmation pop-up, click Delete to complete the action.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.