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User Requirement: Information Manager rights
Dashboard Templates are accessed via Template | Dashboard Templates.
Once in Dashboard Templates with the Properties tab active, you can manage all the template and user dashboards using the following fields, buttons and tabs:
| Field or Button | Description |
|---|---|
|
Filter by |
Searches template or user dashboards and categories using a "Begins with" search. |
|
Template |
Displays a list of all template dashboards. |
|
User |
Displays a list of all user dashboards. |
|
New |
Adds a new dashboard template. |
|
Modify Details |
Changes the name, description and category of a template or user dashboard. The "No Category" category cannot be modified from the Dashboard interface, however a System Administrator can modify the category name from Administration | Customization | Translations (Caption Family LandingPage, Caption Code BlankCategory). A category containing dashboards cannot be deleted. |
|
Clone |
Copies a template or user dashboard as a template. |
|
Delete |
Deletes a template or user dashboard. |
|
Modify Gadgets |
Adds, removes, modifies gadgets on a template or user dashboard. |
|
Assigned Users |
Assigns users and teams to a template. The Assigned Users tab is active when you select a dashboard template. |
See Also:
Assigning users to a dashboard template
Sage CRM user assistance PDFs
