Set dashboard properties

You can modify dashboard properties if you own the dashboard or if you're an administrator. This article describes how to set properties that affect the entire dashboard. Component properties are set separately.

1. Go to Dashboards > All and select the dashboard.
2. In the upper-right corner of the dashboard, select Settings.

There are 3 tabs in the Dashboard properties page.

Appearance tab

Appearance tab field descriptions

Field	Description
Title	This title appears at the top of the dashboard. If you select a group for this dashboard, that group name appears in front of the dashboard title.
Description	Enter notes to remind yourself about the purpose of the dashboard.
Columns	Select the number of columns for the dashboard. You can set your dashboard layout to between 1 and 3 columns.
Flexible-width column	If a column contains a wide component, give it flexible width to see as much detail as possible without needing to scroll.
Color	Select a color theme for the dashboard. To create your own, select Custom color.
Group	To help organize dashboards on the Dashboards menu, you can place them into groups. Groups with multiple dashboards appear as submenus. To add this dashboard to a submenu, select a submenu group. You see only the groups that you've created. Administrators see all groups. To create a new group, select Create new group. Refresh your browser to see the new group in the Dashboards menu.
Default	If you select this option for a dashboard, you can open the dashboard by double-clicking the Dashboards menu. You can also see the dashboard every time you sign in. For more information, see Make a dashboard your home page.

Filters tab

Filters tab field descriptions

Field	Description
As of date	Select this to allow dashboard users to filter by a different as-of-date than the default.
Dimensions	Select the dimensions that dashboard users can filter by when viewing the dashboard.

Permissions tab

Give other users and/or groups permission to use your dashboard.

You must have permissions to view the dashboard and have the permissions to view the dashboard components. For example, you must have permission to view graphs to see a dashboard graph displaying profitability trends.

Permissions tab field descriptions

Field	Description
Owner	If you're an administrator, you can take ownership of someone else's dashboard or assign it to someone else. This is useful if a dashboard owner leaves the company.
Group or User	Before you allow a user or group to use your dashboard, you must first add them to your company. Then select either User or Group in the field on the left. Next, select the specific user or group in the field on the right. By default, the setting in the Access rights column is Allow. If you do not want the user to have access to the dashboard, you can select Deny.
Access rights for groups and users	You can give permission to a group, but deny permission to selected individuals in the group. First, set up permission for the entire group. Then select a user and select Deny. The user cannot view the dashboard, but the other group members can.

If access rights conflict

A user's access rights take priority over a group's access rights:

• If you deny access rights to a group, but allow access rights to a user within the group, the user has permission to access the dashboard.
• If you allow access rights to a group, but deny access rights to a user within the group, the user does not have permission to access the dashboard.

For a user belonging to more than 1 group, allowing access rights takes priority over denying access rights. For example: 

• A user belongs to 2 groups.

• You deny access rights to one group but allow access rights to the other group.

In this example, the user has permission to access the dashboard.