TABLE OF CONTENTS

• Step 1: Navigate to the Dashboard
• Step 2: Click on the three-dot menu located in the top right corner of the dashboard.
• Step 3: Set as Default Dashboard
• Step 4: Confirm

• Important Notes

Step 1: Navigate to the Dashboard

• Navigate to the dashboard you want to set as the default. This could be your main dashboard containing the most important metrics for your team.

Step 2: Click on the three-dot menu located in the top right corner of the dashboard.

Step 3: Set as Default Dashboard

Step 4: Confirm

Important Notes

1. **Permissions Required:**Only users with Account Admin or Agency Roles with FULL access to a Dashboard can set default dashboards. To learn more about Dashboard Permissions, click here!
2. **Viewing Permissions:**All team members must have at least VIEW permission for the dashboard to be set as default.
3. Non-Deletable Default Dashboards: Once set as default, a dashboard cannot be deleted until another default dashboard is assigned.
4. Distinguishing Default and Pinned Dashboards: Default dashboards serve as the primary landing page for all users, while pinned dashboards are personal favorites that individual users can access quickly.