> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/end-user-and-partner-section/end-user-section/dashboard/personal-dashboards.md).

# Personal Dashboards

## Overview

You can create and manage custom dashboards tailored to your specific needs. These dashboards allow you to:

* Define a custom column order
* Select only the columns relevant to your use case
* Apply and save personalized filters
* Share dashboards with team members

## Create new Dashboard

To create a new dashboard:

1. Click the filter button below the search bar.

   <figure><img src="/files/ehOULAsHnh2F5ievlvpi" alt=""><figcaption></figcaption></figure>
2. Click **Create New Dashboard**.

   <figure><img src="/files/7ceosm70ezquXt6tQOld" alt=""><figcaption></figcaption></figure>
3. Enter a name for your dashboard.

   <figure><img src="/files/LBuKGazGnD6n6co4YxQS" alt=""><figcaption></figcaption></figure>
4. Set the desired visibility level. You can choose from:
   * **Visible only to me**: Only you (the currently logged-in user) can view this dashboard.
   * **Visible to all users**: All users in your organization will have view access.
   * **Share with groups and users**: Select specific users or user groups who will have view access to the dashboard.

     <figure><img src="/files/qPsNxBtmHMgN4CIV2kw9" alt=""><figcaption></figcaption></figure>
5. Click **Save** to create and save your dashboard.

   <figure><img src="/files/XoTu9GMHdmqyXdfWHqiv" alt=""><figcaption></figcaption></figure>

## Switch between Dashboards

To switch between dashboards:

1. Click the filter button below the search bar.
2. In the dropdown menu, select a dashboard from the list of personal or shared dashboards.

   <figure><img src="/files/Pl9Fug9tdCOEMrMtzCHn" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: You can identify whether a dashboard is personal or shared by checking the icon in front of the dashboard name.

## Editing/Deleting a Personal Dashboard

To edit your personal or shared dashboard:

1. Click the filter button below the search bar.

   <figure><img src="/files/ehOULAsHnh2F5ievlvpi" alt=""><figcaption></figcaption></figure>
2. Click on the name of the personal dashboard you want to edit.

   <figure><img src="/files/znMpafqMPYuY2ywjey7x" alt=""><figcaption></figcaption></figure>
3. Make the desired changes, such as:
   * Changing the column order
   * Adjusting the visibility of columns
   * Editing filters

### **Saving Dashboard Changes**

Once you've made your changes, click the filter button below the search bar, then select **Save Dashboard Changes**.

<figure><img src="/files/SBMwgGqAgHqFvustVwMZ" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: Only personal dashboards can be edited. Shared dashboards can only be edited by their original creator.

### **Renaming a Dashboard**

To rename a personal or shared dashboard:

1. Click the filter button below the search bar.

   <figure><img src="/files/ehOULAsHnh2F5ievlvpi" alt=""><figcaption></figcaption></figure>
2. Select the dashboard you want to rename.

   <figure><img src="/files/znMpafqMPYuY2ywjey7x" alt=""><figcaption></figcaption></figure>
3. Select **Rename Current Dashboard**.

   <figure><img src="/files/aRa8Rr0I8upZ3INLPOxz" alt=""><figcaption></figcaption></figure>
4. Enter the new name, then click **Save**.

   <figure><img src="/files/95g3jhNvOGz4qUTjZweq" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: Only personal dashboards can be renamed. Shared dashboards can only be renamed by their original creator.

### Delete a Dashboard

To delete a personal dashboard:

1. Click the filter button below the search bar.

   <figure><img src="/files/ehOULAsHnh2F5ievlvpi" alt=""><figcaption></figcaption></figure>
2. Hover over the dashboard you want to delete.
3. Click the trash can icon next to it.

   <figure><img src="/files/RUR02cFWirVrVxpCgkM7" alt=""><figcaption></figcaption></figure>
4. Confirm the deletion by clicking **Delete**.

   <figure><img src="/files/ECklASrlS6dF8HCPL3so" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**Note**</mark>: Only personal dashboards can be deleted. Shared dashboards can only be deleted by their original creator.


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