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Note

When a user is deleted, all of the user’s dashboards will be deleted as well.

  1. Select the user(s) you would like to share the dashboard with under Share Permissions.

  2. Check the Can Edit box next to the user(s) you would like to give permission to edit the dashboard to.

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Remove Share Permissions

To remove the ability to edit a dashboard, uncheck the Can Edit box next to the user(s).

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Click the button in the top right of the dashboard you would like to edit to view the action menu.

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How to Edit the Layout

  1. Click the button in the top right.

  2. Select Edit Layout.

How to Edit a Dashboard

  1. Click the button in the top right.

  2. Select Edit Dashboard.

How to Copy a Dashboard

  1. Click the button in the top right.

  2. Select Copy Dashboard.

How to Delete a Dashboard

This is not available if the user has only 1 owned dashboard.

  1. Click the button in the top right.

  2. Select Delete Dashboard.

Dashboard Widgets

Info

Widgets with the Find Search field display finds based on the user’s “Allowed Query Groups” permission.

How to Add a Widget

You can add up to 10 widgets to a dashboard.

  1. Click the button in the top right.

  2. Click Add Widget.

How to Edit a Widget

To edit a widget click the in the top right of the widget you would like to edit.

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