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Managing user dashboards

User Requirement: Information Manager rights

1. Click the My CRM | Dashboard tab.
2. Click Template | Dashboard Templates.
3. Ensure User is selected. A list of all user dashboards is displayed, grouped by user.
4. Highlight the dashboard you want to view, modify, or delete.
5. Select the action to carry out on the user dashboard. For example, click Modify Details to change the category that the dashboard is stored under.
6. Click Save.

This feature can be useful if a user has added content to their dashboard which is preventing them from logging on to Sage CRM.The System Administrator can delete the user dashboard (without opening it), so that the user can regain access to CRM.

See Also:

Modifying a dashboard template

Deleting a dashboard template

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