# Subaccount Dashboard Page - View or Edit > Subaccount Dashboard viewing and editing. TABLE OF CONTENTS What is the Subaccount Dashboard? What Are Dashboard Modes and States? Dashboard Components… - Source: https://docs.ghlcustomercare.com/docs/dashboards/subaccount-dashboards/subaccount-dashboard-page-view-or-edit - Section: Dashboards / Subaccount Dashboards - Reading time: 14 min - Images: 31, each explained below - Modified on Fri, 28 Aug at 2:36 PM --- Subaccount Dashboard viewing and editing. --- **TABLE OF CONTENTS** - [What is the Subaccount Dashboard?](#what-is-the-subaccount-dashboard) - [What Are Dashboard Modes and States?](#what-are-dashboard-modes-and-states) - [Dashboard Components Overview](#dashboard-components-overview) - [Dashboard Add/Create](#dashboard-add-create) - [Create A New Dashboard](#create-a-new-dashboard) - [Add (or Edit) Widget Panel](#add-or-edit-widget-panel) - [Action Menu (Three-Dot Menu)](#action-menu-three-dot-menu) - [Quick Filters](#quick-filters) - [Blank Dashboard Quick Starts](#blank-dashboard-quick-starts) - [Widgets In View Mode](#widgets-in-view-mode) - [Widgets In Edit Mode](#widgets-in-edit-mode) --- # **What is the Subaccount Dashboard?** The Dashboards are a highly customizable and always up to date report on the status of your Subaccount. First, there a few basic states the page can be in. ## **What Are Dashboard Modes and States?** ### **Dashboard States:** - **With Widgets** (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. ![Step 1 of 2: With Widgets (1 or more) - The normal state of a dashboard is to have…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079585437/original/fLrqkhfURbyOEilmkaRnKkgx1j48da4ZhA.png) **Step 1 of 2: With Widgets (1 or more) - The normal state of a dashboard is to have…** This screenshot accompanies step 1 of 2 in the "Dashboard States:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you with Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. The next step is to without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. - What this covers: With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. - Controls: With Widgets, Without Widgets - Next: Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. Full procedure: 1. With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. <- this image 2. Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. - **Without Widgets** (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. ![Step 2 of 2: Without Widgets (0) - When a dashboard has no widgets, instead of…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079585479/original/PM7r6ddqljiwIY0osUf9jPotNXFvx1ViHQ.png) **Step 2 of 2: Without Widgets (0) - When a dashboard has no widgets, instead of…** This screenshot accompanies step 2 of 2 in the "Dashboard States:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. - What this covers: Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. - Controls: Without Widgets, With Widgets Full procedure: 1. With Widgets (1 or more) - The normal state of a dashboard is to have multiple widgets and elements. 2. Without Widgets (0) - When a dashboard has no widgets, instead of being blank it will show a variety of quick start options. Add/create a widget to get started. <- this image ### **Dashboard Modes:** - **View Mode** - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. ![Step 1 of 2: View Mode - Looks like a list of widgets with filters. The normal…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079585550/original/5r2Yc5_BcqdYkCexn_PXQZRpmycAxxUk0A.png) **Step 1 of 2: View Mode - Looks like a list of widgets with filters. The normal…** This screenshot accompanies step 1 of 2 in the "Dashboard Modes:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you view Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. The next step is to edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. - What this covers: View Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. - Controls: View Mode, Edit Mode - Next: Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. Full procedure: 1. View Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. <- this image 2. Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. - **Edit Mode** - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. ![Step 2 of 2: Edit Mode - Looks like a list of widgets with edit options. When you…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079585585/original/BCTl8nb41xZscdLLSptdwNPsS3q1k6ztHA.png) **Step 2 of 2: Edit Mode - Looks like a list of widgets with edit options. When you…** This screenshot accompanies step 2 of 2 in the "Dashboard Modes:" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. - What this covers: Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. - Controls: Edit Mode, View Mode Full procedure: 1. View Mode - Looks like a list of widgets with filters. The normal state of a dashboard where you change some dates and filters and learn about activity in the subaccount. 2. Edit Mode - Looks like a list of widgets with edit options. When you temporarily switch into Edit Mode you can drag & drop the widgets into a new arrangement, add/delete widgets and elements, or change the theme or title. <- this image ## **Dashboard Components Overview** 1. **Dashboard Selection** **Menu** \- A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. 2. **Date Picker** - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. 3. **Edit Button** - Looks like a Pencil Icon.Click to switch from view mode to edit mode. 4. **Action Menu** - Looks like three vertical dots icon.Click to open the action menu. 5. **Quick Filters Button** - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. 6. **Filter Pills** - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. 7. **Widgets** - A list of the widgets in the dashboard. 8. **Summarise with AI:** Ask AI generate an overall summary of the selected dashboard 9. **Quick Start Options** - What you see if the dashboard doesn't have any widgets. ![Dashboard Components Overview (image 5 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079585943/original/5QZXaJxuCt-Jo7SM6ssZWsNn7LQ6c7UPaA.png) **Dashboard Components Overview (image 5 of 31)** This screenshot appears in the "Dashboard Components Overview" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a…. Immediately after, the guide continues: The Date Picker lets you select a dashboard-level date range for the current dashboard. - What to choose: Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode. Action Menu - Looks like three vertical dots icon.Click to open the action menu. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. Widgets - A list of the widgets in the dashboard. Summarise with AI: Ask AI generate an overall summary of the selected dashboard Quick Start Options - What you see if the dashboard doesn't have any widgets. - Controls: Dashboard Selection, Menu, Date Picker, Edit Button, Action Menu, Quick Filters Button, Filter Pills, Widgets, Quick Start Options - Next: The Date Picker lets you select a dashboard-level date range for the current dashboard. Full procedure: 1. Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. 2. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. 3. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode. 4. Action Menu - Looks like three vertical dots icon.Click to open the action menu. 5. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. 6. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. 7. Widgets - A list of the widgets in the dashboard. 8. Summarise with AI: Ask AI generate an overall summary of the selected dashboard 9. Quick Start Options - What you see if the dashboard doesn't have any widgets. ![Dashboard Components Overview (image 6 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155079586080/original/IdNHxQy5oP0MgPruYtdHzpFvXFgIous-pQ.png) **Dashboard Components Overview (image 6 of 31)** This screenshot appears in the "Dashboard Components Overview" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a…. Immediately after, the guide continues: The Date Picker lets you select a dashboard-level date range for the current dashboard. - What to choose: Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode. Action Menu - Looks like three vertical dots icon.Click to open the action menu. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. Widgets - A list of the widgets in the dashboard. Summarise with AI: Ask AI generate an overall summary of the selected dashboard Quick Start Options - What you see if the dashboard doesn't have any widgets. - Controls: Dashboard Selection, Menu, Date Picker, Edit Button, Action Menu, Quick Filters Button, Filter Pills, Widgets, Quick Start Options - Next: The Date Picker lets you select a dashboard-level date range for the current dashboard. Full procedure: 1. Dashboard Selection Menu - A blue button with a panel icon and a down carrot.Click to expand the dashboard selection menu. 2. Date Picker - Two dates or a calendar with a date range.Click to select a different date range. The dashboard stores the selected date range per user and can also apply a dashboard-level comparison date range. 3. Edit Button - Looks like a Pencil Icon.Click to switch from view mode to edit mode. 4. Action Menu - Looks like three vertical dots icon.Click to open the action menu. 5. Quick Filters Button - Blue pencil icon and "Quick Filters".Click to open the quick filters side panel. 6. Filter Pills - White pill with a filter name and down carrot.Click to open a modal to adjust the filter. 7. Widgets - A list of the widgets in the dashboard. 8. Summarise with AI: Ask AI generate an overall summary of the selected dashboard 9. Quick Start Options - What you see if the dashboard doesn't have any widgets. ### **Date Picker** The Date Picker lets you select a dashboard-level date range for the current dashboard. - Your selected dashboard date range saves automatically per user. - When you refresh the page or return later, the dashboard opens with your last saved date range. - You can also set a dashboard-level comparison date range. - General widgets use the dashboard-level comparison date range unless a widget has its own comparison setting. - If a widget has an explicit comparison date range, the widget-level setting overrides the dashboard-level comparison. If a saved filter value is no longer available, such as a deleted pipeline, GHL Customer Care automatically selects the first available option. ### **Dashboard Selection (Carrot Menu)** 1. **Search Field -** "Search for a dashboard". Type to filter dashboards. 2. **Add Dashboard Button -** Looks like A blue "+ Add Dashboard".Click to open the create dashboard page. 3. **My Dashboards List -**  Title "My Dashboards" with list of dashboards you created. 4. **Shared with Me  Button -** Title "Shared With Me" with list of dashboards you have access to from others. 5. **Open Dashboard Button** \- Button with an icon and name of the dashboard.Click to open the dashboard in view mode. 6. **Pin Dashboard Button** \- Pushpin icon. Click to pin or unpin the dashboard to the top of the list (normally sorted alphanumerically). ![Dashboard Selection (Carrot Menu) (image 7 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043696399/original/g6ikXcxk5KcX69vrk47Q-r0YlC2KGp_lmw.png) **Dashboard Selection (Carrot Menu) (image 7 of 31)** This screenshot appears in the "Dashboard Selection (Carrot Menu)" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Search Field - "Search for a dashboard". Type to filter dashboards. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page. My Dashboards List - Title "My Dashboards" with l ist of dashboards you created. Shared with Me Button - Title "Shared With Me"…. Immediately after, the guide continues: Back Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank…. - What to fill in: Search Field - "Search for a dashboard". Type to filter dashboards. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page. My Dashboards List - Title "My Dashboards" with l ist of dashboards you created. Shared with Me Button - Title "Shared With Me" with l ist of dashboards you have access to from others. Open Dashboard Button - Button with an icon and name of the dashboard.Click to open the dashboard in view mode. Pin Dashboard Button - Pushpin icon. Click to pin or unpin the dashboard to the top of the list (normally sorted alphanumerically). - Controls: Search Field -, Add Dashboard Button -, My Dashboards List -, Shared with Me Button -, Open Dashboard Button, Pin Dashboard Button - Next: Back Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard. Full procedure: 1. Search Field - "Search for a dashboard". Type to filter dashboards. 2. Add Dashboard Button - Looks like A blue "+ Add Dashboard".Click to open the create dashboard page. 3. My Dashboards List - Title "My Dashboards" with l ist of dashboards you created. 4. Shared with Me Button - Title "Shared With Me" with l ist of dashboards you have access to from others. 5. Open Dashboard Button - Button with an icon and name of the dashboard.Click to open the dashboard in view mode. 6. Pin Dashboard Button - Pushpin icon. Click to pin or unpin the dashboard to the top of the list (normally sorted alphanumerically). ## **Dashboard Add/Create** 1. **Back Button** - Looks like "< Back". Click to return to the dashboard. 2. **Create A Blank Dashboard Button** - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. 3. **From Template Library Button** - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template. 4. **Clone Existing Dashboard Button** - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard. ![Dashboard Add/Create (image 8 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043958511/original/3UyApDwKSBdtKqDhPx71RW2EPMfVINC9qw.png) **Dashboard Add/Create (image 8 of 31)** This screenshot appears in the "Dashboard Add/Create" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Back Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. From Template Library Button - Looks like a card with…. Immediately after, the guide continues: Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it…. - What to choose: Back Button - Looks like "< Back". Click to return to the dashboard. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard. - Controls: Back Button, Create A Blank Dashboard Button, From Template Library Button, Clone Existing Dashboard Button - Next: Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option. Account User Access Dropdown - Looks like a dropdown named "Account User". Select Account User access option. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard. Full procedure: 1. Back Button - Looks like "< Back". Click to return to the dashboard. 2. Create A Blank Dashboard Button - Looks like a card with "Create a Blank Dashboard. Start fresh with a clean slate. Select." Click to start creating a new blank dashboard. 3. From Template Library Button - Looks like a card with "From Template Library. Use a Readymade Template from Library or one of yours. Select." Click to start creating a new dashboard from a template. 4. Clone Existing Dashboard Button - Looks like a card with "Clone Existing Dashboard. Make Clone of your Existing Dashboard. Select." Click to start cloning an existing dashboard. ### **Create A New Dashboard** 1. **Dashboard Name Field** - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. 2. **Private Dashboard Toggle**\- Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings. 3. **Agency User Access Dropdown** - Looks like a dropdown named "Agency User". Select Agency User access option. 4. **Account Admin Access Dropdown** - Looks like a dropdown named "Account Admin". Select Account Admin access option. 5. **Account User Access Dropdown**\- Looks like a dropdown named "Account User". Select Account User access option. - **Access Options** - **Full** Option - Looks like "Full". Select for full access. - **Edit** Option - Looks like "Edit". Select for edit only. - **View** Option - Looks like "View". Select for view only. - **No Access** Option - Looks like "No Access". Select for no access. 6. **Cancel Button** - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings. 7. **Confirm Button** - Looks like a blue button labeled "Confirm". **Click to create and open the new dashboard.** ![Create A New Dashboard (image 9 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043958849/original/eqKzv7TGekrNGrzWc35VVE5NuLTTTLCyOg.png) **Create A New Dashboard (image 9 of 31)** This screenshot appears in the "Create A New Dashboard" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter…. - What to fill in: Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option. Account User Access Dropdown - Looks like a dropdown named "Account User". Select Account User access option. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard. - Fields: Access Options - Controls: Dashboard Name Field, Private Dashboard Toggle, Agency User Access Dropdown, Account Admin Access Dropdown, Account User Access Dropdown, Access Options, Full, Edit, View, No Access, Cancel Button, Confirm Button - Next: Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter templates by keywords. Order Dropdown - Looks like a white dropdown. Select an option to sort templates in a specific order. Filter List Panel - Looks like a left panel with many filters. Activate or deactivate filters to refine results. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons. Favorite Button - Looks like a star icon. Click to mark the template as a favorite. Open Button - Looks like an eye icon. Click to open template details. Full procedure: 1. Dashboard Name Field - Looks like a text entry field with example "(eg) Opportunity Overview". Type in new dashboard name. 2. Private Dashboard Toggle - Looks like a blue/grey toggle with label "Set up this dashboard so only you can see it. It won't be visible to other team members." Toggle on (blue right) to make the dashboard private or off (gray left) to show access settings. 3. Agency User Access Dropdown - Looks like a dropdown named "Agency User". Select Agency User access option. 4. Account Admin Access Dropdown - Looks like a dropdown named "Account Admin". Select Account Admin access option. 5. Account User Access Dropdown - Looks like a dropdown named "Account User". Select Account User access option. 6. Cancel Button - Looks like a white button labeled "Cancel". Click to close the New Dashboard modal and discard settings. 7. Confirm Button - Looks like a blue button labeled "Confirm". Click to create and open the new dashboard. ### **Create A Dashboard From Template Library** 1. **Filters Button** - Looks like "Filters =". Click to show or hide the filter sidebar. 2. **Clear Filters Button** - Looks like "X Clear Filters". Click to reset all filters. 3. **Search Field** - Looks like "Search for a template". Type to filter templates by keywords. 4. **Order Dropdown**\- Looks like a white dropdown. Select an option to sort templates in a specific order. - **Most Popular** Option - Looks like "Most Popular". Select to sort by popularity. - **Most Recent** Option - Looks like "Most Recent". Select to sort by recency. 5. **Filter List Panel**\- Looks like a left panel with many filters. Activate or deactivate filters to refine results. - **All Templates** Button - Looks like "All Templates". Click to reset all filters. - **My Templates** Button - Looks like "My Templates". Click to show only templates you've created. - **Shared With Me** Button - Looks like "Shared with me". Click to show only imported templates. - **Favorites** Button - Looks like "Favorites". Click to show only favorited templates. - **Browse Categories** Button - Looks like "Browse Categories". Click to show or hide category checkboxes. - **Tags** Button - Looks like "Tags". Click to show or hide tag checkboxes. 6. **Template List** - Looks like a scrolling list of template cards. Scroll to browse available templates. 7. **Template Card** - May show a color, icon, and name or be blank. Hover to see favorite and open buttons. 8. **Favorite Button** - Looks like a star icon. Click to mark the template as a favorite. 9. **Open Button** - Looks like an eye icon. Click to open template details. ![Create A Dashboard From Template Library (image 10 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043961266/original/87aOh5iegtVJzBEcA1n0d4jGxRXT_Tn6YQ.png) **Create A Dashboard From Template Library (image 10 of 31)** This screenshot appears in the "Create A Dashboard From Template Library" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter templates by keywords. Order Dropdown - Looks like a white dropdown…. Immediately after, the guide continues: Back Button - Looks like " ". Click to create and open the selected…. - Where to go: Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. Search Field - Looks like "Search for a template". Type to filter templates by keywords. Order Dropdown - Looks like a white dropdown. Select an option to sort templates in a specific order. Filter List Panel - Looks like a left panel with many filters. Activate or deactivate filters to refine results. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons. Favorite Button - Looks like a star icon. Click to mark the template as a favorite. Open Button - Looks like an eye icon. Click to open template details. - Controls: Filters Button, Clear Filters Button, Search Field, Order Dropdown, Most Popular, Most Recent, Filter List Panel, All Templates, My Templates, Shared With Me, Favorites, Browse Categories - Next: Back Button - Looks like "< Back". Click to return to the template list. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard. Category Pills - Looks like category names. Read to understand the grouping. Preview Image - Looks like a screenshot of the template. View to preview appearance. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen. Tag Pills - Looks like tag names. Read to understand template categorization. About Text - Looks like a long description of the template. Read to learn more. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup. Full procedure: 1. Filters Button - Looks like "Filters =". Click to show or hide the filter sidebar. 2. Clear Filters Button - Looks like "X Clear Filters". Click to reset all filters. 3. Search Field - Looks like "Search for a template". Type to filter templates by keywords. 4. Order Dropdown - Looks like a white dropdown. Select an option to sort templates in a specific order. 5. Filter List Panel - Looks like a left panel with many filters. Activate or deactivate filters to refine results. 6. Template List - Looks like a scrolling list of template cards. Scroll to browse available templates. 7. Template Card - May show a color, icon, and name or be blank. Hover to see favorite and open buttons. 8. Favorite Button - Looks like a star icon. Click to mark the template as a favorite. 9. Open Button - Looks like an eye icon. Click to open template details. #### **Template Details** 1. **Back Button** - Looks like "< Back". Click to return to the template list. 2. **Favorite Button** - Looks like "Star Favorite". Click to toggle favorite status. 3. **Continue Button** - Looks like "Continue >". **Click to create and open the selected dashboard.** 4. **Category Pills** - Looks like category names. Read to understand the grouping. 5. **Preview Image** - Looks like a screenshot of the template. View to preview appearance. 6. **Expand Preview Button** - Looks like an expand icon. Click to view the preview image full screen. 7. **Tag Pills** - Looks like tag names. Read to understand template categorization. 8. **About Text** - Looks like a long description of the template. Read to learn more. 9. **Prerequisites Text** - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup. ![Template Details (image 11 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043961459/original/l1mxbQNsuBapOVgBIObdLMaEs8glcjiugw.png) **Template Details (image 11 of 31)** This screenshot appears in the "Template Details" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Back Button - Looks like " ". Click to create and open the selected dashboard. Category Pills - Looks like category names. Read to…. Immediately after, the guide continues: Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name…. - What to choose: Back Button - Looks like "< Back". Click to return to the template list. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard. Category Pills - Looks like category names. Read to understand the grouping. Preview Image - Looks like a screenshot of the template. View to preview appearance. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen. Tag Pills - Looks like tag names. Read to understand template categorization. About Text - Looks like a long description of the template. Read to learn more. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup. - Controls: Back Button, Favorite Button, Continue Button, Category Pills, Preview Image, Expand Preview Button, Tag Pills, About Text, Prerequisites Text - Next: Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. Private Dashboard Toggle - Same as above. Toggle visibility settings. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level. Account User Access Dropdown - Dropdown named "Account User". Choose an access level. Access Options Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard. Full procedure: 1. Back Button - Looks like "< Back". Click to return to the template list. 2. Favorite Button - Looks like "Star Favorite". Click to toggle favorite status. 3. Continue Button - Looks like "Continue >". Click to create and open the selected dashboard. 4. Category Pills - Looks like category names. Read to understand the grouping. 5. Preview Image - Looks like a screenshot of the template. View to preview appearance. 6. Expand Preview Button - Looks like an expand icon. Click to view the preview image full screen. 7. Tag Pills - Looks like tag names. Read to understand template categorization. 8. About Text - Looks like a long description of the template. Read to learn more. 9. Prerequisites Text - Looks like a short description of what’s required. Read to ensure the subaccount has the necessary setup. ### **Clone Existing Dashboard** 1. **Select Dashboard Dropdown** - Looks like "Select a dashboard". Use to choose an existing dashboard. 2. **Dashboard Name Field (New)** - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. 3. **Private Dashboard Toggle** - Same as above. Toggle visibility settings. 4. **Agency User Access Dropdown** - Dropdown named "Agency User". Choose an access level. 5. **Account Admin Access Dropdown** - Dropdown named "Account Admin". Choose an access level. 6. **Account User Access Dropdown** - Dropdown named "Account User". Choose an access level. 7. **Access Options** - **Full** Option - Looks like "Full". Select for full access. - **Edit** Option - Looks like "Edit". Select for edit only. - **View** Option - Looks like "View". Select for view only. - **No Access** Option - Looks like "No Access". Select for no access. 8. **Cancel Button** - Looks like a white button labeled "Cancel". Click to close the modal and discard changes. 9. **Clone Button** - Looks like a blue button labeled "Clone". **Click to create and open the cloned dashboard.** ![Clone Existing Dashboard (image 12 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043961716/original/6KW1cgIH_PRiGswo40P7oUJe5hhrqn2AdA.png) **Clone Existing Dashboard (image 12 of 31)** This screenshot appears in the "Clone Existing Dashboard" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. Private Dashboard Toggle - Same as above. Toggle visibility…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Looks like two dates or a calendar with a date range.Click to select a different date range. - What to choose: Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. Private Dashboard Toggle - Same as above. Toggle visibility settings. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level. Account User Access Dropdown - Dropdown named "Account User". Choose an access level. Access Options Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard. - Fields: Access Options - Controls: Select Dashboard Dropdown, Dashboard Name Field (New), Private Dashboard Toggle, Agency User Access Dropdown, Account Admin Access Dropdown, Account User Access Dropdown, Access Options, Full, Edit, View, No Access, Cancel Button - Next: Looks like two dates or a calendar with a date range.Click to select a different date range. Full procedure: 1. Select Dashboard Dropdown - Looks like "Select a dashboard". Use to choose an existing dashboard. 2. Dashboard Name Field (New) - Looks like a text field with the selected dashboard name and " - clone". Edit to set the new dashboard name. 3. Private Dashboard Toggle - Same as above. Toggle visibility settings. 4. Agency User Access Dropdown - Dropdown named "Agency User". Choose an access level. 5. Account Admin Access Dropdown - Dropdown named "Account Admin". Choose an access level. 6. Account User Access Dropdown - Dropdown named "Account User". Choose an access level. 7. Access Options 8. Cancel Button - Looks like a white button labeled "Cancel". Click to close the modal and discard changes. 9. Clone Button - Looks like a blue button labeled "Clone". Click to create and open the cloned dashboard. ### **Date Picker** Looks like two dates or a calendar with a date range.Click to select a different date range. ![Date Picker (image 13 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043696510/original/aSsyGWuaL7FqMKR9dNxh9uVgIN1YQPTj0w.png) **Date Picker (image 13 of 31)** This screenshot appears in the "Date Picker" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Looks like two dates or a calendar with a date range.Click to select a different date range. Immediately after, the guide continues: Looks like a Pencil Icon.Click to switch from view mode to edit mode. - What to choose: Looks like two dates or a calendar with a date range.Click to select a different date range. - Next: Looks like a Pencil Icon.Click to switch from view mode to edit mode. ### ### ### **Edit Button** Looks like a Pencil Icon.Click to switch from view mode to edit mode. ![Edit Button (image 14 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043696541/original/22aqdW-8IAvKaqu1qsrtwYSau-EeNY5i4Q.png) **Edit Button (image 14 of 31)** This screenshot appears in the "Edit Button" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Looks like a Pencil Icon.Click to switch from view mode to edit mode. Immediately after, the guide continues: Title Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and…. - What to click: Looks like a Pencil Icon.Click to switch from view mode to edit mode. - Next: Title Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel. ### **Edit Mode** 1. **Title Field** \- Field with the dashboard title.Type to change the dashboard title. 2. **Cancel Button** \- White "Cancel". Click to exit editing mode without saving changes. 3. **Save Changes Button** \- White "✓ Save Changes".Click to save changes and exit edit mode. 4. **Add Widget Button** \- Blue "+ Add Widget".Click to open the add/edit widget side panel. ![Edit Mode (image 15 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043745908/original/bsataFoeb82bO1SHTe5Re5MpXeV8vcmKqg.png) **Edit Mode (image 15 of 31)** This screenshot appears in the "Edit Mode" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Title Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. Add Widget Button - Blue "+ Add Widget".Click…. Immediately after, the guide continues: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see…. - What to fill in: Title Field - Field with the dashboard title.Type to change the dashboard title. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel. - Controls: Title Field, Cancel Button, Save Changes Button, Add Widget Button - Next: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). Show By Chart Type Widgets List Full procedure: 1. Title Field - Field with the dashboard title.Type to change the dashboard title. 2. Cancel Button - White "Cancel". Click to exit editing mode without saving changes. 3. Save Changes Button - White "✓ Save Changes".Click to save changes and exit edit mode. 4. Add Widget Button - Blue "+ Add Widget".Click to open the add/edit widget side panel. ### ### **Add (or Edit) Widget Panel** 1. **Widgets Tab** \- "Widgets" underlined.Click to switch to the Widgets controls. 2. **Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) -** "Elements" underlined.mClick to switch to the elements controls. 3. **Themes Tab (see article Subaccount Dashboard - Edit Theme)** \- "Themes" underlined.Click to switch to the themes controls. 4. **Search Widgets** \- "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). 5. **Show By Chart Type** 1. **All Charts Button** \- Looks like "All".Click to remove widget list filters. 2. **Numeric Charts Button** \- Looks like a "#" icon.Click to filter to widgets that just display a number. 3. **Donut Charts Button** \- Looks like a Donut icon.Click to filter to widgets that display a donut (circle) chart. 4. **Line Charts Button** \- Looks like a Line icon.Click to filter to widgets that display a line graph. 5. **Bar Charts Button** \- Looks like a Bar icon.Click to filter to widgets that display a vertical bar graph. 6. **Horizontal Bar Charts** - Looks like a Horizontal bar icon.Click to filter to widgets that display a horizontal bar graph. 7. **Table Charts Button** \- Looks like a Data table icon.Click to filter to widgets that display data in a table. 6. **Widgets List** 1. **See article Subaccount Dashboard - Widget Types ** 2. **See article Subaccount Dashboard - Widgets Add or Edit** ![Add (or Edit) Widget Panel (image 16 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043747033/original/8ijVir5GzDC5RUtFt7R4CcjIaQGgPy3vLw.png) **Add (or Edit) Widget Panel (image 16 of 31)** This screenshot appears in the "Add (or Edit) Widget Panel" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes"…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Clone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard…. - What to fill in: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). Show By Chart Type Widgets List - Fields: Show By Chart Type, Widgets List, See article Subaccount Dashboard - Widget Types, See article Subaccount Dashboard - Widgets Add or Edit - Controls: Widgets Tab, Search Widgets, Show By Chart Type, All Charts Button, Numeric Charts Button, Donut Charts Button, Line Charts Button, Bar Charts Button, Horizontal Bar Charts, Table Charts Button, Widgets List - Next: Clone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently. Full procedure: 1. Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. 2. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. 3. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. 4. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). 5. Show By Chart Type 6. Widgets List ### ### **Action Menu (Three-Dot Menu)** ![Action Menu (Three-Dot Menu) (image 17 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043965187/original/wXBfc4tcPs2-vTFUjOneh0WJFe_nFgl9cQ.png) **Action Menu (Three-Dot Menu) (image 17 of 31)** This screenshot appears in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes"…. Immediately after, the guide continues: Clone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard…. - What to fill in: Widgets Tab - "Widgets" underlined.Click to switch to the Widgets controls. Elements Tab (see article Subaccount Dashboard - Elements Add or Edit) - "Elements" underlined. m Click to switch to the elements controls. Themes Tab (see article Subaccount Dashboard - Edit Theme) - "Themes" underlined.Click to switch to the themes controls. Search Widgets - "Search Widgets".Type keywords to filter the widgets (see the lists and the green widget count next to each category change). Show By Chart Type Widgets List - Controls: Clone Button, Duplicate to Another Account Button, Dashboard Name Field -, Subaccount List Dropdown, Cancel Button, Duplicate Button, Upload Dashboard Template Button, Set as Default Dashboard Button, Confirm Button, Manage Dashboard Timezone Button, Select Timezone Dropdown, User Timezone option - Next: Clone Button - Looks like "Clone".Click to create a copy of this dashboard. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently. Full procedure: 1. Clone Button - Looks like "Clone".Click to create a copy of this dashboard. 2. Duplicate to Another Account Button - Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. 3. Upload Dashboard Template Button - Looks like "Upload dashboard template".Click to upload a dashboard template. 4. Set as Default Dashboard Button - Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount. 5. Manage Dashboard Timezone Button - Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal. 6. Manage Permissions Button - Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings. 7. Delete Dashboard Button - Looks like "Delete". Click to erase the dashboard permanently. 1. **Clone Button** \- Looks like "Clone".Click to create a copy of this dashboard. 2. **Duplicate to Another Account Button** \- Looks like "Duplicate to another account".Click to make a copy of this dashboard in another subaccount. 1. **Dashboard Name Field -** Looks like "Dashboard Name" plus "- Copy".Type the new dashboard name. 2. **Subaccount List Dropdown** \- Looks like "Search Account Name". Scroll and/or type to find the target subaccount/location. 3. **Cancel Button** \- White "Cancel".Click to close the modal and discard changes. 4. **Duplicate Button** \- Blue "Duplicate".Click to create the new dashboard in the other account. ![Step 4 of 4: Duplicate Button - Blue "Duplicate".Click to create the new dashboard…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043964804/original/IQ4m1Oh5A3YSW5BJAEaDRwaLCiOYRyEDig.png) **Step 4 of 4: Duplicate Button - Blue "Duplicate".Click to create the new dashboard…** This screenshot accompanies step 4 of 4 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account. - What to click: Duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account. - Controls: Duplicate Button, Clone Button, Duplicate to Another Account Button, Dashboard Name Field -, Subaccount List Dropdown, Cancel Button, Upload Dashboard Template Button, Set as Default Dashboard Button, Confirm Button, Manage Dashboard Timezone Button, Select Timezone Dropdown, User Timezone option Full procedure: 1. Dashboard Name Field - Looks like "Dashboard Name" plus "- Copy".Type the new dashboard name. 2. Subaccount List Dropdown - Looks like "Search Account Name". Scroll and/or type to find the target subaccount/location. 3. Cancel Button - White "Cancel".Click to close the modal and discard changes. 4. Duplicate Button - Blue "Duplicate".Click to create the new dashboard in the other account. <- this image 3. **Upload Dashboard Template Button** \- Looks like "Upload dashboard template".Click to upload a dashboard template. 4. **Set as Default Dashboard Button** \- Looks like "Set as default dashboard".Click to set this as the default dashboard, always visible when the subaccount reloads. Setting a default dashboard means it will show up every time users go to the Dashboard page. Make sure the dashboard you choose works well for all the users. The default dashboard serves as the primary landing page everyone sees when they log into the subaccount. 1. **Cancel Button** \- White "Cancel".Click to close the modal and discard the default change. 2. **Confirm Button** \- Blue "Confirm".Click to change this to the default dashboard. ![Step 2 of 2: Confirm Button - Blue "Confirm".Click to change this to the default…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043964900/original/fgImA3LNHGtxxLOVlSPBl0CRsoPw_6Cbcw.png) **Step 2 of 2: Confirm Button - Blue "Confirm".Click to change this to the default…** This screenshot accompanies step 2 of 2 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you confirm Button - Blue "Confirm".Click to change this to the default dashboard. - How to confirm: Confirm Button - Blue "Confirm".Click to change this to the default dashboard. - Controls: Confirm Button, Clone Button, Duplicate to Another Account Button, Dashboard Name Field -, Subaccount List Dropdown, Cancel Button, Duplicate Button, Upload Dashboard Template Button, Set as Default Dashboard Button, Manage Dashboard Timezone Button, Select Timezone Dropdown, User Timezone option Full procedure: 1. Cancel Button - White "Cancel".Click to close the modal and discard the default change. 2. Confirm Button - Blue "Confirm".Click to change this to the default dashboard. <- this image 5. **Manage Dashboard Timezone Button** \- Looks like "Manage dashboard timezone".Click to open the manage dashboard timezone modal. 1. **Select Timezone Dropdown** \- Dropdown showing a timezone.Click to select a different timezone option. 1. **User Timezone option** \- "User Timezone" + the timezone name and zulu offset.Select to set the timezone to your local time. 2. **Subaccount/Location Timezone option** \- "Location Default Timezone" + the timezone name and zulu offset.Select to set the timezone to the subaccount/location's default timezone. 2. **Cancel Button** \- White "Cancel".Click to close the modal and throw away changes. 3. **Save Button** - Blue "Save".Click to save the new timezone option. ![Step 3 of 3: Save Button - Blue "Save".Click to save the new timezone option](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043964686/original/TULxVgM7vYh7enOJIh8bbYkvda8rL99yLQ.png) **Step 3 of 3: Save Button - Blue "Save".Click to save the new timezone option** This screenshot accompanies step 3 of 3 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you save Button - Blue "Save".Click to save the new timezone option. - How to confirm: Save Button - Blue "Save".Click to save the new timezone option. - Controls: Save Button, Clone Button, Duplicate to Another Account Button, Dashboard Name Field -, Subaccount List Dropdown, Cancel Button, Duplicate Button, Upload Dashboard Template Button, Set as Default Dashboard Button, Confirm Button, Manage Dashboard Timezone Button, Select Timezone Dropdown Full procedure: 1. Select Timezone Dropdown - Dropdown showing a timezone.Click to select a different timezone option. 2. Cancel Button - White "Cancel".Click to close the modal and throw away changes. 3. Save Button - Blue "Save".Click to save the new timezone option. <- this image 6. **Manage Permissions Button** \- Looks like "Manage permissions".Click to adjust the dashboard's permissions. Only dashboard owners can access these settings. 1. **Private Dashboard Toggle** \- Blue/grey Toggle "Private Dashboard". Set up this dashboard so only you can see it. It won't be visible to other team members. System admins will automatically have full access to this dashboard unless it's set to private.Toggle blue/right to make dashboard private to you only or grey/left to set permissions. 2. **Owner** \- Name and email of dashboard owner.Display only. 3. **Agency User Access Dropdown** \- Shows Agency User permission option.Click to select a different permission level option. 4. **Account Admin Access Dropdown** \- Shows Agency User permission option. Click to select a different permission level option. 5. **Account User Access Dropdown** - Shows Agency User permission option.Click to select a different permission level option. 6. **Cancel Button** \- White "Cancel".Click to close manage permissions and discard changes. 7. **Save Button** \- Blue "Save".Click to save permissions changes. ** ![Step 7 of 7: Save Button - Blue "Save".Click to save permissions changes](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043965101/original/Li33RKwBE0W53nc9O3k8tlmaFUJshZQUUA.png) **Step 7 of 7: Save Button - Blue "Save".Click to save permissions changes** This screenshot accompanies step 7 of 7 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you save Button - Blue "Save".Click to save permissions changes. - How to confirm: Save Button - Blue "Save".Click to save permissions changes. - Controls: Save Button, Clone Button, Duplicate to Another Account Button, Dashboard Name Field -, Subaccount List Dropdown, Cancel Button, Duplicate Button, Upload Dashboard Template Button, Set as Default Dashboard Button, Confirm Button, Manage Dashboard Timezone Button, Select Timezone Dropdown Full procedure: 1. Private Dashboard Toggle - Blue/grey Toggle "Private Dashboard". Set up this dashboard so only you can see it. It won't be visible to other team members. System admins will automatically have full access to this dashboard unless it's set to private.Toggle blue/right to make dashboard private to you only or grey/left to set permissions. 2. Owner - Name and email of dashboard owner.Display only. 3. Agency User Access Dropdown - Shows Agency User permission option.Click to select a different permission level option. 4. Account Admin Access Dropdown - Shows Agency User permission option. Click to select a different permission level option. 5. Account User Access Dropdown - Shows Agency User permission option.Click to select a different permission level option. 6. Cancel Button - White "Cancel".Click to close manage permissions and discard changes. 7. Save Button - Blue "Save".Click to save permissions changes. <- this image ** 7. **Delete Dashboard Button** \- Looks like "Delete". Click to erase the dashboard permanently. 1. **Cancel Button** - White "Cancel".Click to close the modal and discard the deletion. 2. **Delete Dashboard Button** - Red "Delete Dashboard".Click to delete the dashboard permanently. ![Step 2 of 2: Delete Dashboard Button - Red "Delete Dashboard".Click to delete the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043965266/original/cQQVqQNzs_jmnG7WLBhayQU5uD8uOZ47WA.png) **Step 2 of 2: Delete Dashboard Button - Red "Delete Dashboard".Click to delete the…** This screenshot accompanies step 2 of 2 in the "Action Menu (Three-Dot Menu)" section of "Subaccount Dashboard Page - View or Edit". At this point in the walkthrough you delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently. - What to click: Delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently. - Controls: Delete Dashboard Button, Clone Button, Duplicate to Another Account Button, Dashboard Name Field -, Subaccount List Dropdown, Cancel Button, Duplicate Button, Upload Dashboard Template Button, Set as Default Dashboard Button, Confirm Button, Manage Dashboard Timezone Button, Select Timezone Dropdown Full procedure: 1. Cancel Button - White "Cancel".Click to close the modal and discard the deletion. 2. Delete Dashboard Button - Red "Delete Dashboard".Click to delete the dashboard permanently. <- this image ### **Quick Filters** 1. **Clear Filters Button** \- Blue "Clear".Delete all active quick filters. 2. **Filter List** \- Filter cards.View and control the filter settings. Max 5 filters. 3. **Add Description Button** \- Blue "+ Add Description".Click to show the description field.  - **Description Field** - "Description (optional). Enter Description".Type to write the filter description. 4. **Delete Filter Button** \- Trash can icon.Click to delete the filter. 5. **Add Quick Filters Button** \- Blue "+ Add Quick Filters".Click to add a new quick filter. 6. **Cancel Button** \- White "Cancel".Click to close the Quick Filters side panel and discard changes. 7. **Apply Button** \- Blue "Apply".Click to close the Quick Filters side panel and commit changes. ![Quick Filters (image 23 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043697140/original/dGtSBPUiuZ32T7DF-c66z32THtXEdwnSgQ.png) **Quick Filters (image 23 of 31)** This screenshot appears in the "Quick Filters" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Clear Filters Button - Blue "Clear".Delete all active quick filters. Filter List - Filter cards.View and control the filter settings. Max 5 filters. Add Description Button - Blue "+ Add Description".Click to show the description field. Delete Filter Button - Trash can icon.Click to delete the…. Immediately after, the guide continues: Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data…. - What to click: Clear Filters Button - Blue "Clear".Delete all active quick filters. Filter List - Filter cards.View and control the filter settings. Max 5 filters. Add Description Button - Blue "+ Add Description".Click to show the description field. Delete Filter Button - Trash can icon.Click to delete the filter. Add Quick Filters Button - Blue "+ Add Quick Filters".Click to add a new quick filter. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. Apply Button - Blue "Apply".Click to close the Quick Filters side panel and commit changes. - Controls: Clear Filters Button, Filter List, Add Description Button, Description Field, Delete Filter Button, Add Quick Filters Button, Cancel Button, Apply Button - Next: Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes. Full procedure: 1. Clear Filters Button - Blue "Clear".Delete all active quick filters. 2. Filter List - Filter cards.View and control the filter settings. Max 5 filters. 3. Add Description Button - Blue "+ Add Description".Click to show the description field. 4. Delete Filter Button - Trash can icon.Click to delete the filter. 5. Add Quick Filters Button - Blue "+ Add Quick Filters".Click to add a new quick filter. 6. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. 7. Apply Button - Blue "Apply".Click to close the Quick Filters side panel and commit changes. ### **Add Quick Filters (panel)** 1. **Search Field** \- "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. 2. **Select Data Sources Multi-select** \- "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect. 1. **Field Checkbox** \- Checkbox with the name of a field.Check to select field as a quick filter, or uncheck. 3. **Cancel Button** \- White "Cancel".Click to close the Quick Filters side panel and discard changes. 4. **Add Button** \- Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes. ![Add Quick Filters (panel) (image 24 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043696994/original/Rk0vCKdNG2kT08Uw0nBI__AB2ILi3Vq6CA.png) **Add Quick Filters (panel) (image 24 of 31)** This screenshot appears in the "Add Quick Filters (panel)" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the…. Immediately after, the guide continues: Clear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one…. - What to fill in: Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes. - Controls: Search Field, Select Data Sources Multi-select, Field Checkbox, Cancel Button, Add Button - Next: Clear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source. Cancel Button - White "Cancel".Click to close the modal and discard changes. Apply Button - Blue "Apply".Click to close the modal and commit changes. Full procedure: 1. Search Field - "Search for fields across all data sources."Type keywords to filter the available fields in the dashboard's included data sources. 2. Select Data Sources Multi-select - "Select data source".Select one or more of the data sources included in the dashboard. Click to select or click the "x" to deselect. 3. Cancel Button - White "Cancel".Click to close the Quick Filters side panel and discard changes. 4. Add Button - Blue "Add" (quick filter count).Click to close the Add Quick Filters side panel and return to the Quick Filters side panel with changes. ### **Filter Pills** 1. **Clear Button** \- Grey "Clear".When data is selected, click to clear it. 2. **Logic Dropdown** \- Dropdown showing a logic option.Click to select the appropriate logical option. - **"Is"** - Click to set quick pill to \[data source\] IS \[one or more data\]. - **"Is not"** - Click to set quick pill to \[data source\] IS NOT \[one or more data\]. - **"Is one of"** - Click to set quick pill to \[data source\] IS ONE OF \[one or more data\]. - **"Is none of"** - Click to set quick pill to \[data source\] IS NONE OF \[one or more data\]. - **"Is empty"** - Click to set quick pill to \[data source\] IS EMPTY. Data field disappears. - **"Is not empty"** - Click to set quick pill to \[data source\] IS NOT EMPTY. Data field disappears. 3. **Data Value Multi-select -** List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source. 4. **Cancel Button** \- White "Cancel".Click to close the modal and discard changes. 5. **Apply Button** \- Blue "Apply".Click to close the modal and commit changes. ![Filter Pills (image 25 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043697376/original/BDyYKxpsVRR0rvmVtRrrFUhR33d6rVW0WA.png) **Filter Pills (image 25 of 31)** This screenshot appears in the "Filter Pills" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Clear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies…. Immediately after, the guide continues: What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually…. - What to choose: Clear Button - Grey "Clear".When data is selected, click to clear it. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source. Cancel Button - White "Cancel".Click to close the modal and discard changes. Apply Button - Blue "Apply".Click to close the modal and commit changes. - Controls: Clear Button, Logic Dropdown, "Is", "Is not", "Is one of", "Is none of", "Is empty", "Is not empty", Data Value Multi-select -, Cancel Button, Apply Button - Next: What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar. Full procedure: 1. Clear Button - Grey "Clear".When data is selected, click to clear it. 2. Logic Dropdown - Dropdown showing a logic option.Click to select the appropriate logical option. 3. Data Value Multi-select - List of data value pills.Click to select one or more data values, or click the "x" to deselect". Varies based on the data source. 4. Cancel Button - White "Cancel".Click to close the modal and discard changes. 5. Apply Button - Blue "Apply".Click to close the modal and commit changes. ### **Blank Dashboard Quick Starts** 1. **What Is Your Goal?** \- A list of colorful buttons with common business functions.Brows to find an appropriate business area. 1. 2. **Top Used Widgets** \- A list of widget cards.Scroll the list to discover appropriate widgets. 1. 3. **Add A Widget Manually Button** \- Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar. ![Blank Dashboard Quick Starts (image 26 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043697602/original/_TvuW94TMt2WbcqYf7Ba8S0MuJc6IWypTg.png) **Blank Dashboard Quick Starts (image 26 of 31)** This screenshot appears in the "Blank Dashboard Quick Starts" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add…. Immediately after, the guide continues: Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to…. - Where to go: What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar. - Controls: Top Used Widgets, Add A Widget Manually Button - Next: Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. Cancel Button - White "Cancel".Click to close the modal and discard changes. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion. Full procedure: 1. What Is Your Goal? - A list of colorful buttons with common business functions.Brows to find an appropriate business area. 2. Top Used Widgets - A list of widget cards.Scroll the list to discover appropriate widgets. 3. Add A Widget Manually Button - Blue "+ Add a widget manually".Click to open the Add New Widget Sidebar. ### **What Is Your Goal Widget Options Modal** 1. **Widget Preview** \- A list of widget cards.Scroll the list to discover appropriate widgets. 2. **Widget Selection Checkbox** \- A checkbox.Check to select or uncheck to deselect a specific widget. 3. **Reset Selection Button** \- "Reset Selection"Click to deselect all the widget card checkboxes. 4. **Cancel Button** \- White "Cancel".Click to close the modal and discard changes. 5. **Confirm Button** \- Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion. ![What Is Your Goal Widget Options Modal (image 27 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043697679/original/9nHXmas9HyGUgB4f0I9bXCZzrbQnWuDprg.png) **What Is Your Goal Widget Options Modal (image 27 of 31)** This screenshot appears in the "What Is Your Goal Widget Options Modal" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. Cancel Button -…. Immediately after, the guide continues: Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all…. - What to choose: Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. Cancel Button - White "Cancel".Click to close the modal and discard changes. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion. - Controls: Widget Preview, Widget Selection Checkbox, Reset Selection Button, Cancel Button, Confirm Button - Next: Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all selected widgets. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard. Full procedure: 1. Widget Preview - A list of widget cards.Scroll the list to discover appropriate widgets. 2. Widget Selection Checkbox - A checkbox.Check to select or uncheck to deselect a specific widget. 3. Reset Selection Button - "Reset Selection"Click to deselect all the widget card checkboxes. 4. Cancel Button - White "Cancel".Click to close the modal and discard changes. 5. Confirm Button - Blue "Confirm".Click to close the modal and leave the widgets selected for inclusion. ### **Top Used Widgets** 1. **Widget Preview** \- A card with a preview of a widget.View to learn what the widget will look like. 2. **Widget Selection** \- A checkbox.Check to select or uncheck to deselect a specific widget. 3. **Reset Button** \- White "Reset".Click to deselect all selected widgets. 4. **Confirm & Add Button** \- Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard. ![Top Used Widgets (image 28 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043697750/original/YlDK82g5Xxn6PLEQ7sdU5mJ1GIh6KPG6qg.png) **Top Used Widgets (image 28 of 31)** This screenshot appears in the "Top Used Widgets" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all selected widgets. Confirm & Add Button - Blue "Confirm &…. Immediately after, the guide continues: Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some…. - What to choose: Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. Reset Button - White "Reset".Click to deselect all selected widgets. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard. - Controls: Widget Preview, Widget Selection, Reset Button, Confirm & Add Button - Next: Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some widgets) - A source option.Click to select a specific data source. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data. Full procedure: 1. Widget Preview - A card with a preview of a widget.View to learn what the widget will look like. 2. Widget Selection - A checkbox.Check to select or uncheck to deselect a specific widget. 3. Reset Button - White "Reset".Click to deselect all selected widgets. 4. Confirm & Add Button - Blue "Confirm & Add".Click to close the quick start page and add the widgets to the dashboard. --- ## **Widgets In View Mode** 1. **Widget (in view mode)** \- A rectangular card that displays data.View to learn the current state of that data. 2. **Source Options Dropdown** \-  A source option.Click to select a specific data source. Varies by widget. 3. **Date Property (present on some widgets)** \- A source option.Click to select a specific data source. - **Status Change Button -** "Status Change"Select to calculate based on when the data's status last changed. - **Created On Button** \- "Created On"Select to calculate based on when the data was created. - **Updated On Button** \- "Updated On"Select to calculate based on when the data was last updated. 4. **Widget Body (varies by widget)** \- A visual representation of the data.View, hover, and click to interact with the data. ![Widgets In View Mode (image 29 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043698071/original/B17V5wLA3rjSydcrKu0oWXjMwYRsOGr3lQ.png) **Widgets In View Mode (image 29 of 31)** This screenshot appears in the "Widgets In View Mode" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some widgets) - A source option.Click to select a specific data…. Immediately after, the guide continues: When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). - What to choose: Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. Date Property (present on some widgets) - A source option.Click to select a specific data source. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data. - Controls: Widget (in view mode), Source Options Dropdown, Date Property (present on some widgets), Status Change Button -, Created On Button, Updated On Button, Widget Body (varies by widget) - Next: When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). Full procedure: 1. Widget (in view mode) - A rectangular card that displays data.View to learn the current state of that data. 2. Source Options Dropdown - A source option.Click to select a specific data source. Varies by widget. 3. Date Property (present on some widgets) - A source option.Click to select a specific data source. 4. Widget Body (varies by widget) - A visual representation of the data.View, hover, and click to interact with the data. ### **Records Granular Data** When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). ![Records Granular Data (image 30 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044225217/original/qP_z9oLyUb31gtmGo6ubEW8sMtEkeDAIxw.png) **Records Granular Data (image 30 of 31)** This screenshot appears in the "Records Granular Data" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). Immediately after, the guide continues: Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize…. - What to click: When you click on the widget's display body it will open up a modal with a table showing the detailed/granular data behind the widget. You can export the data with the export button (the download will start automatically). - Next: Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget. ## **Widgets In Edit Mode** 1. **Drag and Drop Handle** \- 6-dot icon.Click and hold to drag the widget to a different location. 2. **Action Menu** \- 3-dot icon.Click to open a small action menu. 1. **Edit Button (see the article Subaccount Dashboard - Widgets Add or Edit)** \- "Edit"Click to open the Edit Widget side panel. 2. **Duplicate Button** \- "Duplicate"Click to open the Add/Edit Widget side panel with a new widget. 3. **Delete Button** \- "Delete"Click to remove the widget from the dashboard. 3. **Resize Handle** - Folded corner icon.Click and drag this lower right corner to resize the widget. ![Widgets In Edit Mode (image 31 of 31)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044118169/original/QSrNWNyoOcsgJK9Zp6NP9atVe3swpEwByg.png) **Widgets In Edit Mode (image 31 of 31)** This screenshot appears in the "Widgets In Edit Mode" section of "Subaccount Dashboard Page - View or Edit". The text alongside this image reads: Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget. - What to click: Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. Action Menu - 3-dot icon.Click to open a small action menu. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget. - Controls: Drag and Drop Handle, Action Menu, Duplicate Button, Delete Button, Resize Handle Full procedure: 1. Drag and Drop Handle - 6-dot icon.Click and hold to drag the widget to a different location. 2. Action Menu - 3-dot icon.Click to open a small action menu. 3. Resize Handle - Folded corner icon.Click and drag this lower right corner to resize the widget. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com