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 options to manage a dashboard will appear on the right side corresponding to each of the records.
3. Click on the 
(edit) icon against a dashboard record.
4. A layered screen appears. Edit the dashboard details as shown below:
Field Name | Description |
Dashboard Title | Edit the title of the selected dashboard. |
Dashboard Description | 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, all users within a project or distribution group as 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 / distribution group and assign 'Admin' or 'View' permissions on the dashboard. |
Clone Dashboard | Select from any of the existing dashboards to clone and apply all of its gadgets on the dashboard being edited. |
5. Once done, click 'Update' to apply the changes. Click here to understand how to add gadgets to your dashboard.
Next Collection: Dashboard Gadget Options