The My Dashboards view will present all dashboards on a single page grouped by the related client. You can see all available clients however, only the dashboards you have permission to access will be available. Click the dashboard tile to view the relevant dashboard.
Use the search field at the top of the page to find a specific dashboard.
Admin users have access to the same functionality as a normal dashboard user plus some additional functionality to quickly add new clients, dashboards, and funnels.
In the top right corner is the "New Client" button. The button will open a pop up window where you will need to provide the following information:
Each client has a set of buttons on the right hand side of the client name. To create a new dashboard for the client, click the "New Dashboards" button. The button will open a pop up window where you will need to provide the following information:
Once you save the form a new dashboard tile will be visible within the client section and you should see the dashboard name and description on the tile.
When you create a new dashboard it will be unpublished. This is shown on the dashboard tile:
The new funnel button show you all the funnels that have been setup for the selected campaign. To create a new funnel, click the New Funnel button. The button will open a pop up window where you will need to provide the following information:
