How do I enable my team members to create and edit the custom Dashboards?

How do I enable my team members to create and edit the custom Dashboards?

To let your team members use the Dashboard feature, follow these steps:

  1. Go to Settings from the top right of Zoho Social. Then head to Brand Settings.

  2. Click on Roles and Permissions

  3. Enable 'Advanced Reports' for the roles that you want to enable Dashboard access to.

Now these users can also create and edit Dashboards.

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                                                                                                                        • Related Articles

                                                                                                                        • Can I share Dashboards with my clients?

                                                                                                                          Yes, Dashboards can be shared with your clients in the following ways:   1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...
                                                                                                                        • How do I create a custom Dashboard?

                                                                                                                          To create a Dashboard, 1. Open Zoho Social. 2. Go to the Reports tab. 3. Click on the Dashboard Icon: 4. Click on the + button 5.Click Add Cards. 6. Select the required Cards from each social network to add to you Dashboard. Your first Dashboard is ...
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                                                                                                                          The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them  to  your team members this way: 1. Go to the Dashboard you'd like to share ...
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                                                                                                                          These are the ways you can share a Dashboard: 1. Access to your team members/clients on Zoho Social: You can give access to your Dashboard to people added on your Zoho Social.  To do this, -Open the Dashboard -On the left click on the lock button, ...
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                                                                                                                          When you sign up for Zoho Social, a Portal will be auto-generated for you in your company name, and you'll be the Portal Owner and assigned the role of a Portal Admin. What's a Portal? A Portal in Zoho Social is an entity where you can manage all ...
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