Learn how to set your default dashboard to ensure your team starts the day with the most important information at their fingertips. This guide will walk you through the process, making it easy to share key insights effortlessly. With your default dashboard set up, everyone will have easy access to the crucial data they need to stay informed and productive.
Default Dashboards #
Setting up default dashboards allows you to customize the dashboard experience to suit your team’s specific requirements. This means that essential insights and metrics are immediately visible to your team members when they log into their accounts. This will ensure quick and easy access to critical information at a glance.
Navigate to the Dashboard #
Once in the Dashboard section, click the blue button to select the dashboard you wish to be your default dashboard.
Next, click on the three-dot menu in the top right corner. In the dropdown menu, you’ll select the option “Set as default dashboard”.
📌Note: Account Admin with full access to the Dashboard will be able to set default dashboards.
Lastly, you’ll confirm your default dashboard change.
Once you have selected confirm for your default dashboard change, this will be the main dashboard you and your team will see upon logging in. With your default dashboard in place, your team will always have quick access to the most important information of your choosing. This not only boosts productivity but also ensures everyone stays up to date with the latest data and insights. If you’d like to learn more about creating and customizing dashboards, take a look at our other articles in this section!
Helpful Notes #
- For a specific dashboard to be set as the default, all roles must have permission to view the dashboard.
- You will not be able to delete the dashboard set as your default until another dashboard has been made your default dashboard.
Frequently Asked Questions #
How do I set a default dashboard for my team? #
Go to the Dashboard section, select the dashboard you want, click the three-dot menu in the top right corner, choose “Set as default dashboard,” and confirm the change.
Who can set a default dashboard? #
Account Admins with full access to the Dashboard are able to set default dashboards.
What happens after I set a default dashboard? #
The default dashboard becomes the main dashboard you and your team see upon logging in, giving everyone quick access to the most important information.
Why can’t I delete my default dashboard? #
You cannot delete a dashboard that is set as the default until another dashboard has been made your default dashboard.
Do all roles need permission to view a default dashboard? #
Yes. For a specific dashboard to be set as the default, all roles must have permission to view that dashboard.
Why should I bother setting a default dashboard? #
Setting a default dashboard ensures essential insights and metrics are immediately visible when team members log in, boosting productivity and keeping everyone up to date.
