A dashboard can be edited to change its details and permissions.
Pre-requisites:
'Admin' permission on the dashboard which is to be edited.
Below are the steps to edit an existing dashboard:
1. From the 'Dashboard' tab, go to the 'Tools' menu and select 'Manage Dashboards'.
2. A list of all existing dashboards will appear. Different dashboard management options appear against each record.
3. Click the 
(edit) icon against a dashboard record.
4. A layered screen appears. Edit the dashboard details as shown below:
Field Name | Description |
Dashboard Title | To edit the title of the selected dashboard. |
Dashboard Description | To edit the description of the selected dashboard. |
Set Default | To make the selected dashboard appear for you as default upon login, next login onwards. |
Share | To share the selected dashboard with specific contacts in your organization, or all users within a project or distribution group if required. Key in and select the relevant names from the dropdown list if required. Once selected, right-click on the name of the selected user, project, or distribution group and assign 'Admin' or 'View' permissions on the dashboard. |
Clone Dashboard | Choose from any existing dashboard to clone and apply all its gadgets to the selected dashboard. |
5. Once you're done, click 'Update' to apply the changes. Click here to understand how to add gadgets to your dashboard.
Next Collection: Dashboard Gadget Options