Edit, Share, and Delete a Dashboard – eduCLIMBER

Users that have created their own dashboards have the ability to edit, share, and delete those dashboards. This lesson guides users through each of those options.

Where to Start

Go to Achievement Dashboard.
Select a personal dashboard.

Share a Dashboard

Select the Share icon.

Use the Search Bar to enter a user's name to share with.
Select Advanced to filter for users to share with based on Name, School, Tag, or User Group.
Any selected users appear in the table.
Use the Toggles to give the user access edit, share, duplicate, or delete the dashboard
Select the Remove icon to remove the user's access to the chosen dashboard.
Select Save to complete sharing.

Edit, Delete, and Duplicate

Select the three-dot menu.
Select Dashboard Details to edit the School Year, Dashboard Name, or Description.
Select Duplicate to copy a copy of the chosen dashboard. You will be prompted to enter a new name, and choose to Apply global filters, Clone Goals, Clone Objectives, and Clone Action Items. School Year and Description are filled in automatically.
Select Delete to remove the selected dashboard. You will be prompted to confirm the deletion.

Next Steps

To learn more about dashboards, visit Creating Visualizations.