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Manage dashboards

In this video for administrators Tina shows how to manage dashboards within a database. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards.
Manage dashboards
In this session, learn how to:
  • Effortlessly navigate and organize dashboards through the administration function in Phocas
  • Utilize filtering, searching, and sorting options for quick access and efficient dashboard management
  • Streamline collaboration by sharing, renaming, or removing dashboards individually or in bulk
  • Securely manage external links, granting control over shared dashboards to enhance data privacy and access control
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