Creating and Editing a Dashboard

Create a new dashboard

1. Go to Dashboards.
2. Click Add Dashboard.
3. Name it clearly.
4. Choose private or shared with specific roles/members.
5. Start adding widgets, or apply a suggested widget set.

No limit on how many dashboards you can build — separate ones for different audiences.

Edit an existing dashboard

1. Open the dashboard.
2. Click Edit.
3. Rename, update access, add/edit/resize/rearrange/remove widgets.
4. Save Changes or Cancel.

Only the owner or Full/Edit-access users can make these changes.