Help Center How To Use Our Products? Dashboard Management
Dashboard Management
3 MIN BEGINNER DASHBOARD MANAGEMENT, DUPLICATE DASHBOARD, DELETE DASHBOARD
Your dashboard is live! Nicely done! Or are there any things you would like to change or do you want to edit some settings. For user and access management we would like to refer to our Help Center article about this topic. In this article we will discuss the following:
Edit dashboard settings
If you want to get access to the settings of your dashboard. Go to MY DASHBOARDS. Click the green OPTIONS button and select the SETTINGS option.
Now a screen will popup where you can edit the name, check out the map that the dashboard is connected to and some activation settings.
Rename a dashboard
There are two ways to rename your dashboard. One is by editing the settings of your dashboard on the MY DASHBOARDS page. Another way to rename your dashboard is by opening your dashboard.
FROM MY DASHBOARDS PAGE
1. If you want to change the name of your dashboard, you have to click the name in the upper right corner. Once clicked, you are able to change the name of your dashboard.
2. Click SAVE to confirm.
FROM DASHBOARD SETTINGS
1. If you want to rename your dashboard. Open the dashboard and press the small settings icon in the top left corner.
2. Edit the title.
3. Click SAVE to confirm.
Edit dashboard description
1. If you want to edit the dashboard description. Open your dashboard and press the small settings icon in the top left corner.
2. Edit the description.
3. Click SAVE to confirm.
Duplicate a dashboard
1. Duplicating your dashboard is very easy with Spotzi. Go to MY DASHBOARDS. Click OPTIONS and select DUPLICATE DASHBOARD in the dropdown menu.
2. Once duplicated you will receive a notification. Press OK to close the notification window.
3. You have successfully duplicated your dashboard.
Duplicated dashboards and user access
Please notice that the users you share your dashboards with need to have a Spotzi account.
Delete a dashboard
1. Just like duplicating a dashboard. Deleting a dashboard is also very easy. Go to MY DASHBOARDS. Click OPTIONS and select DELETE DASHBOARD in the dropdown menu.
1. Just like duplicating a dashboard. Deleting a dashboard is also very easy. Go to MY DASHBOARDS. Click OPTIONS and select DELETE DASHBOARD in the dropdown menu.
2. Now confirm that you want to delete your dashboard.
3. You have successfully deleted your dashboard.
Note!
When you have deleted your dashboard, the dashboard will still be visible for the user you have shared your dashboard with. In that case, the dashboard gets a little notification that it is DELETED BY OWNER.
