Dashboard views (admin) — managing the tenant-shared saved views that appear across the entity dashboards
Last updated: July 12, 2026 by Steve
Dashboard Views
This administrator panel is where you manage the tenant-shared saved views that everyone in your office sees across the entity dashboards — Requests, Assignments, Tasks, Reviews, and the other registers. It is the administrator's counterpart to the personal views users build for themselves: here you curate the shared set for the whole tenant, renaming, reordering, and retiring views so each dashboard opens with a clean, consistent set of tabs.
(screenshot placeholder — capture: the admin Dashboard views panel listing the tenant-shared views grouped by dashboard, with rename/reorder/remove controls)
Where to Find It
Open Settings from the app toolbar and choose Dashboard views. This is the administrator's view-management panel; it sits with the other dashboard and reporting-configuration areas. Managing shared views requires the ConfigurationManage permission.
What You Manage Here
- The shared view catalog — every view that has been shared tenant-wide, listed per entity dashboard.
- Rename a shared view so its tab label reads clearly for everyone.
- Reorder shared views to control the order their tabs appear on the dashboard toolbar.
- Remove a shared view that is no longer useful.
Shared vs. Personal Views
| Personal view | Shared view | |
|---|---|---|
| Who sees it | Only the user who created it | Everyone in the tenant |
| Who manages it | The owner, at the dashboard | Administrators, from this panel |
| Where it's created | By any user at the dashboard | Promoted from a user's view, then curated here |
Individual users create and switch views from the dashboard itself — see Dashboard Views in the user guide for how a user saves and applies a view. A user with permission can share a view tenant-wide; once shared, it becomes part of the catalog you govern here.
Tips
- Curate a small, well-named set of shared views per dashboard — they set the default working slices for the whole office, so clarity matters more than coverage.
- Reordering here changes the tab order users see, so put the most-used shared view first.