Dashboards Tab

Select ‘Clients’ from the menu on the left hand side of the page and then 'view/edit' your chosen Client

Within each Client, the Dashboard tab lists all the Dashboards created with a Client and displays the following information/options:

  • Title of the Dashboard
  • Date created (which can be viewed in ascending/descending order)
  • Password (Dashboards are password protected when shared)
  • Actions
    • View Dashboard
    • Edit Dashboard
    • Delete Dashboard
    • Copy Dashboard
  • Share (by email or link copied to your clipboard)
  • Display to Client (slider to select whether visible to Client in the Client Portal or not)
  • Last Viewed 

Above this table is the option to 'Create New Dashboard'