Clicking the triple dot dropdown menu causes more options appear. These options may be more or less depending on the specific user's granted permissions.



  • Create new dashboard:
    • Opens a modal to create a new dashboard. The dashboard will be unpublished.
  • Set as my default dashboard:
    • Sets the currently selected dashboard as the default dashboard on login for the user.
  • Clone dashboard:
    • Clones the current dashboard; the cloned dashboard is unpublished
  • Remove this dashboard from my profile:
    • Removes published dashboard from current user's profile.  This action can be reversed by resetting all dashboards to default.
  • Delete dashboard:
    • Deletes unpublished dashboard. This is permanent.
  • Rename Dashboard:
    • Renames the dashboard. The dashboard becomes unpublished if it was previously published. This action can be reversed by resetting all dashboards to default. 
  • Reset all my dashboards:
    • Resets all dashboards to the company's default or to the current user's backup dashboard.
  • Set default company dashboard:
    • Only users with the modify company action permission can perform this action.
    • Sets the current dashboard as the default dashboard for all users in the company
  • Publish dashboard:
    • Only users with the modify company action permission can perform this action.
    • Publish an unpublished dashboard, or publish changes to previously published dashboard