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'