Dashboard Management

The Dashboard Management panel provides a centralized location to view, create, and manage all your dashboards.

Accessing the Management Panel

The panel is a resizable sidebar on the left side of your dashboard.

To open the panel:

• Click the hamburger menu icon (☰) in the top-left corner of your dashboard

Panel layout:

• Header: Contains "+ Create" button (if you have permissions) and search button
• Content: Scrollable list of all accessible dashboards
• Footer: Your user profile (name, with role and email shown on hover)
• Resizable: Drag the panel edge to adjust width (20-30% of screen)

Creating Dashboards

Users with POWER_USER (tenant users) or AUTHOR/ADMIN roles (organization users) can create new dashboards.

To create a dashboard:

1. Open the Management Panel
2. Click "+ Create" in the panel header
3. Enter a dashboard title and optional description
4. Click Create

The new dashboard will be created with you as the owner, and you'll be automatically navigated to it.

Searching Dashboards

Click the search icon in the panel header to reveal the search input. Search filters dashboards by title or description in real-time.

The search uses a progressive disclosure pattern - the input appears when you click the search button and auto-focuses for immediate typing.

Project Dashboard Table

The project dashboard table has two tabs, split by where each dashboard was created:

• Organization: dashboards your team created. Sharing badges show who can open each one, including which tenants.
• Tenants: dashboards created inside a tenant, by a tenant user or through the API with a tenant token. A Tenant column shows which tenant owns each one. Admins see every tenant-created dashboard in the project; other users see the ones shared with them.

Each dashboard appears on exactly one tab.

To focus on one tenant, pick it from the tenant filter above the table (you can search by name), or click a tenant's name in the Tenant column. On Tenants you see the dashboards that tenant created; on Organization the same filter reads Shared with and shows the organization dashboards that tenant can open. The filter stays when you switch tabs, and a line under it links to the tenant's dashboards on the other tab.

The table also provides:

• Pages of 50 dashboards, with 25 and 100 per page available from Rows
• Search by title, description, creator, tenant, or the start of a dashboard ID
• Look up several dashboards at once: paste up to 100 dashboard IDs into the search, one per line or separated by spaces or commas. A summary shows how many are on this tab, how many are on the other tab (with a link), and which IDs match no dashboard you can see
• Tab counts that follow your search and filters, such as Tenants 3 of 4419, so matches on the other tab are easy to spot
• A default-visible Tags column that can be hidden from Choose columns
• Up to two tag chips per row, with a +N control for additional values
• Exact tag filtering, with a filter chip that shows how many dashboards match
• Edit tags, Integrate, and public visibility controls in the row actions menu

Search, sort, and tag filters cover every dashboard in the view, not only the current page, and changing one takes you back to the first page. Switching tabs keeps your search, tag, and tenant filter. See Dashboard Tags for tag syntax, API filtering, mutation behavior, and lifecycle rules.

Managing Dashboards

Each dashboard in the list displays as a card showing:

• Dashboard title and description
• Privacy status (lock icon for private, users icon for shared)
• Actions menu (•••) with available operations

Available actions (via the actions menu):

• Edit Details: Modify title and description
• Duplicate: Create a copy of the dashboard with all its visualizations
• Toggle Privacy: Switch between private and shared
• Share: Configure who can access the dashboard and their access level
• Delete: Remove the dashboard permanently. You see this if you created the dashboard, or if you're a project admin. This includes an Admin in the organization that owns the project and the owner of a private project with a role above Viewer.

To open a dashboard: Click anywhere on the dashboard card.

Deleting several dashboards

You can delete up to 100 dashboards at once from the dashboard table:

1. Tick the dashboards you want to remove. The checkbox in the column header selects every dashboard on the page that you can delete. Checkboxes appear only on dashboards you created, or on every dashboard if you're a project admin. This includes an Admin in the organization that owns the project and the owner of a private project with a role above Viewer.
2. Click Delete next to the selection count.
3. Review the list. It names each dashboard, who it belongs to (a tenant or your organization), and its ID. Then confirm.

To clean up dashboards you already have IDs for, paste the IDs into the search first. Every match appears on one page, so selecting all and deleting takes one step.

The dashboards are deleted together or not at all. If any of them can't be deleted, for example because someone else removed it or your access changed, nothing is deleted. Those dashboards leave your selection so you can review the rest and confirm again. Your selection covers the current page and view, and changing the page, tab, search or filters clears it.

Dashboard Hub

When no specific dashboard is selected, you'll see the Dashboard Hub - a landing page showing all accessible dashboards.

Dashboard Hub features:

• Grid view of all dashboards you own or have access to
• Quick navigation to any dashboard
• Visual dashboard previews
• Search and filtering (when you have 5+ dashboards)

To return to Dashboard Hub:

• Delete the currently active dashboard
• Clear the dashboard selection (if no dashboard is specified in your authentication token)

Organizing Dashboards

Privacy Settings

• Private: Only you can see the dashboard (until you share it)
• Public: Anyone with access can see it (based on tenant boundaries)

Use privacy settings to:

• Keep work-in-progress dashboards private
• Share completed dashboards publicly within your tenant
• Control visibility before formal sharing

Best Practices

For VIEWER Role Users

If you have a VIEWER role:

• You can browse all dashboards shared with you
• Search works to find specific dashboards
• You cannot create, edit, delete, or perform any actions
• The "+ Create" button and action menus will be hidden

For POWER_USER Role Users

If you have a POWER_USER role:

• You can create unlimited dashboards
• You have full control over dashboards you create (OWNER access)
• You may have limited access to dashboards others share with you
• Use the management panel to stay organized as your dashboard count grows

Troubleshooting

Cannot Create Dashboards

Problem: The create button is not visible in the Management Panel.

Solutions:

• Check your user role - only POWER_USER (tenant) or AUTHOR/ADMIN (organization) roles can create dashboards
• Contact your administrator to update your role if needed

Cannot See a Dashboard

Problem: A dashboard you expect to see is not in the list.

Solutions:

• Check if it was deleted
• Verify you have access (ask the owner to share it with you)
• Try searching by title or description
• Refresh the panel to reload the list

Dashboard List Not Updating

Problem: Changes to dashboards don't appear in the list.

Solutions:

• Close and reopen the management panel
• Refresh your browser
• Check your network connection

Related Documentation

• Dashboard Tags - Classify and discover dashboards and Data Apps
• Understanding Permissions - Learn about roles and access levels
• Sharing Resources - Share dashboards with users and groups
• Dashboards API - Programmatic dashboard management