Manage Dashboards Follow

Salesmate CRM allows you to quickly manage all your dashboards and their owners from a single screen.

• Navigate to the Dashboard 
  
• Click on the Actions button, and select Manage Dashboard (You must have permission to manage the dashboard, then only you be able to access this option).

• Click on the Actions button, and select Manage Dashboard (You must have permission to manage the dashboard, then only you be able to access this option).
• On the next screen, you'll see a list of all the Dashboards that have been created. Here Salesmate provides you the option to filter the Dashboards based on the Owner.
• Click on the dropdown and select a specific user whose Dashboard you would like to manage.
• Once you select a user, all the respective dashboards created under the ownership of that user will be filtered for you.
• The following information is displayed in the table - Dashboard name, Dashboard owner, Privacy settings, Dashboard's last updated date, and Name of the user who updated the dashboard.

• You will find quick actions of Delete and Change Owner when you select any dashboards, and the operation can also be performed on bulk selection.

• When you hover over a particular dashboard, you'll get the Actions option, which offers you the option to,
  • Delete Multiple Dashboards
  • Change Owner

Delete Multiple Dashboards

• When you choose the option to Delete, Salesmate asks you for confirmation to delete as it is an irreversible operation.

• On clicking Yes, the selected Dashboards will be deleted and a success alert message is displayed.

Change Owner

• To change the ownership, you need to select the respective Dashboards and click on Change Owner.

• You can select the New Owner for the Dashboard