How to Configure Your Default Dashboard

Ensure your team kicks off their day with the essential information right at their fingertips by configuring a default dashboard. This guide will walk you through the steps to easily set up a default dashboard, allowing key insights to be shared effortlessly. Once configured, your team will have instant access to crucial data, helping them stay informed and productive.

Understanding Default Dashboards

Configuring default dashboards lets you tailor the dashboard experience to match your team’s unique needs. By doing so, the most important insights and metrics will be readily visible to your team members every time they log into their accounts, ensuring they can quickly access the critical information they need.

Steps to Set Your Default Dashboard

1. Access the Dashboard Section: Begin by navigating to the Dashboard section. Once there, locate and click the blue button to choose the dashboard you want to set as the default.

2. Set as Default: Next, click on the three-dot menu located in the upper right-hand corner. From the dropdown menu that appears, select the option labeled “Set as default dashboard.”

? Important: Only Account Admins with full dashboard access can set default dashboards.

3. Confirm Your Selection: Lastly, confirm your choice to change the default dashboard.

After confirming, this dashboard will become the primary one your team sees upon logging in. With this setup, your team can swiftly access the most relevant information, boosting productivity and keeping everyone aligned with the latest data and insights. For more information on creating and customizing dashboards, be sure to explore our other articles in this section.

Additional Tips:

• To set a specific dashboard as the default, ensure that all user roles have permission to view it.

• You cannot delete a dashboard set as your default until another dashboard is designated as the default.