{"id":2888,"date":"2023-09-28T12:14:28","date_gmt":"2023-09-28T12:14:28","guid":{"rendered":"https:\/\/help.aliteo.com\/?p=2888"},"modified":"2025-08-14T11:33:33","modified_gmt":"2025-08-14T11:33:33","slug":"dashboard-management-settings","status":"publish","type":"post","link":"https:\/\/help.aliteo.com\/en\/dashboard-management-settings\/","title":{"rendered":"Dashboard management and settings"},"content":{"rendered":"<p>A dashboard is a space that allows you to create widgets, which are primarily graphical and are used for a quick overview of application data. You can create any number of dashboards and any number of widgets within each dashboard.<\/p>\n<h3>Adding and Managing a Dashboard<\/h3>\n<p>You can add a new dashboard through the menu in the top-left corner of the screen. After selecting <b>\"New Dashboard,\"<\/b> you enter a name, and the dashboard will appear in the top bar.<\/p>\n<p>In the same menu, you can see a list of all your dashboards. By clicking the pin icon, you can <b>pin<\/b> a dashboard to the bar for quick access. If you unpin it, the dashboard will remain accessible only through this menu.<\/p>\n<p>You can rearrange dashboards on the bar using the <b>drag-and-drop<\/b> feature.<\/p>\n<h3>Dashboard Settings<\/h3>\n<p>To access dashboard settings, click the three-dot icon in the top-right corner (this option is only available to the dashboard owner). In the menu, you will find the following options:<\/p>\n<ul>\n<li><b>Share<\/b> \u2013 You can share the dashboard with other users. This option is only available if all widgets on the dashboard are working with data from a single company.<\/li>\n<li><b>Rename<\/b> \u2013 Used to change the dashboard's name.<\/li>\n<li><b>Delete<\/b> \u2013 Allows you to delete the entire dashboard.<\/li>\n<\/ul>\n<p>Dashboards can also be created within a specific project; see the <a href=\"https:\/\/help.aliteo.com\/en\/project-bookmarks\/\"><b>Project Details<\/b><\/a> chapter.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A dashboard is a space that allows you to create widgets, which are primarily graphical and are used for a quick overview of application data. You can create any number of dashboards and any number of widgets within each dashboard. Adding and Managing a Dashboard You can add a new dashboard through the menu in [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[340],"tags":[],"class_list":["post-2888","post","type-post","status-publish","format-standard","hentry","category-dashboard-general-information"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2888","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/comments?post=2888"}],"version-history":[{"count":1,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2888\/revisions"}],"predecessor-version":[{"id":2893,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2888\/revisions\/2893"}],"wp:attachment":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/media?parent=2888"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/categories?post=2888"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/tags?post=2888"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}