Create Quick Access dashboard

Quick Access Dashboards provide a convenient way to streamline navigation and access frequently used dashboards. Once selected as Quick Access, these dashboards are added to the Dashboards section in the Assets menu, enabling users to quickly monitor key data without searching. Quick Access Dashboards are user-specific, ensuring each individual can personalize their experience without affecting others in the tenant.

Add Quick-Access Dashboard

add quick-access dasboard

1. Navigate to the Dashboard Section: From the Cockpit menu, go to Template > Dashboard.

2. Locate the Dashboard Card: Use the name or description to find the desired dashboard card.

3. Edit the Dashboard: Click the ⋮ (ellipse) menu on the selected dashboard card and choose Edit.

4. Enable Quick Access: In the Edit Dashboard view, check the box labeled Quick Access.

5. Save Changes: Click Save to finalize the selection.