How to set a Default Dashboard
How to set a Default Dashboard
1 min read299 words2 explained imagesUpdated Wed, 23 Apr, 2025 at 3:23 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
Default Dashboards are your key to streamlining collaboration and ensuring that your team stays aligned with the most critical insights at all times. The default dashboard becomes the first thing your team members see when they navigate to the dashboard section, ensuring instant access to essential insights and metrics.
TABLE OF CONTENTS
Step 1: Navigate to the Dashboard
- Navigate to the dashboard you want to set as the default. This could be your main dashboard containing the most important metrics for your team.
Step 2: Click on the three-dot menu located in the top right corner of the dashboard.
Step 2: Click on the three-dot menu located in the top right corner of the dashboard. (image 1 of 2) What this shows Navigate to the dashboard you want to set as the default. What this shows Shows what to click for step 1 of 1 in the "Step 2: Click on the three-dot menu located in the top right corner of the dashboard." section of "How to set a Default Dashboard". This screenshot accompanies step 1 of 1 in the "Step 2: Click on the three-dot menu located in the top right corner of the dashboard." section of "How to set a Default Dashboard". For context, this section explains: Navigate to the dashboard you want to set as the default. This could be your main dashboard containing the most important metrics for your team.
Step 3: Set as Default Dashboard
Step 3: Set as Default Dashboard (image 2 of 2) What this shows Navigate to the dashboard you want to set as the default. What this shows Shows what this covers for step 1 of 1 in the "Step 3: Set as Default Dashboard" section of "How to set a Default Dashboard". This screenshot accompanies step 1 of 1 in the "Step 3: Set as Default Dashboard" section of "How to set a Default Dashboard". For context, this section explains: Navigate to the dashboard you want to set as the default. This could be your main dashboard containing the most important metrics for your team.
Step 4: Confirm
Important Notes
- Permissions Required: Only users with Account Admin or Agency Roles with FULL access to a Dashboard can set default dashboards. To learn more about Dashboard Permissions, click here!
- Viewing Permissions: All team members must have at least VIEW permission for the dashboard to be set as default.
- Non-Deletable Default Dashboards: Once set as default, a dashboard cannot be deleted until another default dashboard is assigned.
- Distinguishing Default and Pinned Dashboards: Default dashboards serve as the primary landing page for all users, while pinned dashboards are personal favorites that individual users can access quickly.
Important
If you are experiencing issues with your default dashboard being changed after this release, you can revert it back by following the above instructions.Please note that existing dashboards and widgets are not affected. We identified a bug post-release, but the patch has been deployed to address it. If you are still facing any issue, please reach out to our support team.
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