Manage Dashboard views

View the Dashboard Views list

Edit a Dashboard view

The initial name of a view is assigned by the user who created it in Dashboard. That user is the first owner and is the first to have sole permission to edit or delete the view.

Note

In Dashboard, you can rename a view but you cannot change its owner.

In CCaaS Admin, you can:

  • Rename a view — the new name will appear in the Dashboard window.
  • Change the owner of a view — only the new owner can edit or delete the view.
  • Allow other users to share a view.

View the Dashboard Views list

  1. On the navigation pane, click Miscellaneous.
  2. Click the Dashboard Views tab. The Dashboard Views list appears. For navigation information, see List view and How to search. For column descriptions, see Edit a Dashboard view.

Edit a Dashboard view

  1. On the Dashboard Views page, click the item to edit. The Dashboard View: [Name] dialog appears.
  2. Enter the following information:
  • Name (required) — the name of the view.
  • Description — a description of the view.
  • Owner — to re-assign the permission to edit the view, select a user with a supervisor profile.
  • Shared — whether to allow the view to be shared.
  1. Click OK.