# How to Edit a dashboard

> Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name…

- Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-edit-a-dashboard
- Section: Dashboards / Getting Started w/ Dashboards
- Reading time: 1 min
- Images: 5, each explained below
- Modified on Tue, 22 Oct, 2024 at 4:55 AM

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Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, update permissions, add new custom widgets, and edit existing widgets. Follow these steps to harness the full potential of dashboard editing.

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## **Note:**

Wondering which plan unlocks the customizable multiple Dashboards?

Multiple custom dashboards, widgets and custom reports are available for the $297 and $497+ plans.

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### **Step 1: Navigate to the Dashboard**

-   Identify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard.
    
    
![Step 1 of 1: Identify and navigate to the specific dashboard you intend to edit…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155014394504/original/cQPxedtzIl5veBjtZ0NZ0jIi0jjBi4TuuA.png)

**Step 1 of 1: Identify and navigate to the specific dashboard you intend to edit…**

This screenshot accompanies step 1 of 1 in the "Step 1: Navigate to the Dashboard" section of "How to Edit a dashboard". At this point in the walkthrough you identify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard.
- What this covers: Identify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard.

    

### **Step 2: Access Edit Mode**

-   Click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode
    
    
![Step 1 of 1: Click on the pencil edit icon located in the top right corner. This…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155014394681/original/bv-tzE3LS8lEAE8DiOkETyfSECw70HWQ1w.png)

**Step 1 of 1: Click on the pencil edit icon located in the top right corner. This…**

This screenshot accompanies step 1 of 1 in the "Step 2: Access Edit Mode" section of "How to Edit a dashboard". At this point in the walkthrough you click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode.
- What to click: Click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode

    

### **Step 3: Modify Dashboard Name**

-   If needed, change the dashboard name to better suit your reporting requirements.
    
    
![Step 1 of 1: If needed, change the dashboard name to better suit your reporting…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155014394750/original/9_9umKUhFSLapo_GjA65IU4TqVxX8iRO1w.png)

**Step 1 of 1: If needed, change the dashboard name to better suit your reporting…**

This screenshot accompanies step 1 of 1 in the "Step 3: Modify Dashboard Name" section of "How to Edit a dashboard". At this point in the walkthrough you if needed, change the dashboard name to better suit your reporting requirements.
- What this covers: If needed, change the dashboard name to better suit your reporting requirements.

    

### **Step 4: Add New Widgets**

-   Click on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer [here
    
    
![Step 1 of 1: Click on "Add Widgets" to introduce new custom widgets to your…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155014394784/original/ZhoKJ6P6bREAc0e4j2FBI5pl8IBrNbkdVg.png)

**Step 1 of 1: Click on "Add Widgets" to introduce new custom widgets to your…**

This screenshot accompanies step 1 of 1 in the "Step 4: Add New Widgets" section of "How to Edit a dashboard". At this point in the walkthrough you click on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer here.
- What to click: Click on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer here

    
    ](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets)
    

### **Step 5: **Save Changes****

-   Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.
    
    
![Step 1 of 1: Once you've made the necessary edits, click on "Save Changes" to apply…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155014394842/original/btZlr2oGsHubw3rjLfN-mVLqpLlfDE1gvw.png)

**Step 1 of 1: Once you've made the necessary edits, click on "Save Changes" to apply…**

This screenshot accompanies step 1 of 1 in the "Step 5: Save Changes" section of "How to Edit a dashboard". At this point in the walkthrough you once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.
- How to confirm: Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications.

    

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## **What's Next:**

-   [](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/edit-widgets-on-the-dashboard)[How to create Dashboards](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard)
-   [Adding widgets on the dashboard](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets)
-   [How to manage permissions for a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions)

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