Dashboard management and settings

Your dashboard is now live! Nicely done. Have you noticed anything that you’d like to change, or some settings you need to tweak? You’ve come to the right place. In this article we will cover how to edit the dashboard title, dashboard description, how to duplicate/delete dashboards and how to share your dashboards with other users.

Edit dashboard settings

The following steps will allow you to edit any names or descriptions within your dashboard:

1. Go to MY DASHBOARDS and open your dashboard.
2. Click the small gear icon in the top left corner to access the dashboards settings.
3. Under the GENERAL tab you can edit the following:
• Dashboard name
• Dashboard description
4. Click SAVE to confirm.

Quick note
Keep in mind that you can also edit a dashboard name in your MY DASHBOARDS screen. Just click the OPTIONS button next to your dashboard and select the SETTINGS option to rename it.

Duplicate dashboard

1. Go to MY DASHBOARDS.
2. Click OPTIONS and select DUPLICATE DASHBOARD in the dropdown menu.
3. You will receive a notification once your dashboard has been successfully duplicated. Press OK to close the notification window.

Delete dashboard

1. Go to MY DASHBOARDS.
2. Click OPTIONS and select DELETE DASHBOARD in the dropdown menu.
3. Confirm that you want to delete your dashboard.
4. You have now successfully deleted your dashboard.

Please note
Deleted dashboards are still visible for the users you have shared them with. When accessed, deleted dashboards will display a notification that states DELETED BY OWNER.

User and access management

What use are insights if you can't share them with your colleagues and customers? Every dashboard has its own user management system where you can take control over who can use your dashboard. Add users (a free Spotzi account will be required), delete users, activate or deactivate a dashboard or activate your dashboard for a certain period of time — It's all your call!

Adding users


1. Access user management by selecting MY DASHBOARDS. Click your dashboard, followed by the OPTIONS button. Select MANAGE USERS to add more users to your dashboard by clicking the small button below the search bar.
2. Add a first name, last name and email address (required). Click ADD USER to confirm.
3. The invited user will receive an email. If they have a Spotzi account, they can access the dashboard with their Spotzi account. If they don't, they must register for a new Spotzi account. The invitation is automatically set to pending; once the invited user has accepted the invitation you can delete users or change the dashboard's password.

Deleting users


1. If you want to add some extra users to your dashboards, you can access user management by going to MY DASHBOARDS. Select your dashboard and click the OPTIONS button, then select MANAGE USERS to add more users to your dashboard.
2. To delete users simply check the box of every user you’d like to remove and click DELETE.
3. You have now successfully deleted a user from your dashboard.

Quick note
When you delete a dashboard it will remain visible to the users you have previously shared it with. It will also notify viewers that it's been DELETED BY OWNER.

Enable/disable access of indivdual users


1. If you want to disable or enable user access to a particular dashboard, you can access user management by going to MY DASHBOARDS. Select your dashboard and click the OPTIONS button. Select MANAGE USERS to open the user management of that particular dashboard.
2. Hover over the user that you temporarily want to block from your access list. Click the green switch to disable/enable access for this account.

Activate/deactivate dashboards


1. In order to activate or deactivate a dashboard go to MY DASHBOARDS and click the dashboard’s OPTIONS button. Select SETTINGS in the dropdown menu.
2. Click the switch set to activate or deactivate your dashboard.

Activate a dashboard for a certain period of time

1. Go to MY DASHBOARDS and click your dashboard’s OPTIONS button. Select SETTINGS in the dropdown menu.
2. Set the activation period.
3. Click SAVE to confirm.

Map Sharing

Sharing maps is a great way to share insights with your colleagues or customers. This feature allows you to share fully interactive maps while determining who has access and for how long.



Shared maps allow viewers to see and interact with your map, but not with additional data blocks such as graphs and charts. Shared dashboards do not allow users to filter the data within the dashboard. In order to share your maps, please use the following steps:

1. Go to MY MAPS and select the map you’d like to share.
2. Click the SHARE button in the bottom left-hand corner.
3. A list of options will appear. You can choose to add a search bar, zoom buttons, a legend, or to create a completely static map. You can also choose if and how you want people to be able to export your data (Spotzi Mapbuilder, PDF, Image, Excel (CSV), GeoJSON, KML or Shapefile).
4. Set an activation period; you can always edit this period later on.
5. Click CREATE SHARE to confirm.
6. Add users. If you don't want to add any users simply continue by clicking the PUBLISH DASHBOARD button — this will create a private map that is only visible to you. You can always add more users at a later time. For more information please read our article about user management and access.


Edit your shared map settings
After creating your shared map, you can edit settings such as legends or export options. To change these options, go to MY DASHBOARDS and click the OPTIONS button next to your shared map. Select the SETTINGS option to change your settings.

Related articles

• Dashboard builder
• Map style editor
• Dashboard filters
• Dashboard management
• Dashboard apps
• Data management