Purpose: This guide explains how to edit a dashboard in Kizen. By following these steps, users can customize the visibility and accessibility of dashboards to ensure the right team members have access, helping streamline data management and improve team collaboration
The dashboard editing feature allows you to modify dashboard names, rearrange their order, and adjust Dashboard sharing settings.
Steps for editing a dashboard:
1. Navigate to Dashboard tab
2. Click on Dashboard name or down arrow
3. Click on Edit Dashboards
4. Alternatively, click on the Settings icon to enter dashboard editing mode
5. Rearrange dashboard order by dragging and dropping using the 6 dots
6. Click on the Edit icon under Sharing Settings to edit Dashboard access
7. Click on "..." icon in the top right corner of the page
8. Click on Edit
9. Edit Dashboard Name
10. Edit Sharing Settings:
10.1 for All Team Members
10.2 by Specific Role
10.3 by Specific Team Member
11. Click Save
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