Managing Dashboards
Easily manage your dashboards—rename them for clarity, share with teammates, or delete those no longer needed.
1. Accessing Dashboard Management
- On the Dashboard page, you'll see a list of your existing dashboards.
- Each dashboard card has a menu (three horizontal dots) with options to manage the dashboard.
2. Renaming a Dashboard
- Click the three horizontal dots on the dashboard card.
- Select Rename from the menu.
- Enter a new title for your dashboard.
- Click Save to apply the changes.
💡 Tip: Use descriptive names to make dashboards easier to find and organize in your workspace.
3. Sharing a Dashboard
- Click the three horizontal dots on the dashboard card.
- Select Share from the menu.
- Choose All users or enter the email address of the recipient.
- Click Send to share the dashboard.
⚠️ Note: Recipients must have an active Aliveo AI account to access the shared dashboard.
4. Deleting a Dashboard
- Click the three horizontal dots on the dashboard card.
- Select Delete from the menu.
- Confirm the deletion to permanently remove the dashboard.
⚠️ Note: Deleted dashboards cannot be recovered, so ensure you no longer need the data before deleting.
5. Best Practices
- Keep titles meaningful: Descriptive names help with quick identification and organization.
- Share strategically: Collaborate with relevant team members on dashboards.
- Clean up regularly: Delete outdated or redundant dashboards to maintain a clutter-free workspace.
That’s it — managing your dashboards is straightforward and efficient!