Managing Dashboard Templates

Context

Dashboard Templates determine which dashboards are available to users in Clew (previously CGR Foundation).
Depending on how the template is shared with you, you may be able to:

• Enable or disable the template
• Update or edit it
• View it only
• Hide it from your personal view

This document explains how these controls work and what different user permissions allow.

Important Notes

• If a template is shared with you with Update access, disabling it disables the template for all users who have access to it.
• If shared with Read-only, you cannot enable/disable or edit the dashboard.
• System Admins can manage all dashboard templates from Admin → Dashboard Templates. 
• Read-only users can hide dashboards using Dashboard Preferences, even if they cannot disable them.

Critical Access Rules 

The following table details dashboard template permissions by access level

Q1. How do I enable or disable a dashboard template?

You can do this in two places.

Option 1 - Using Dashboard Manager (User Menu)

(This applies for dashboards you own or those shared with you with Update access) 

Steps:

1. Click your name (top-right).
2. Select Dashboard Manager.
3. Find the template under Dashboard Templates
4. Click the toggle switch under Actions (Green toggle = Enabled, Grey toggle = Disabled

What happens when you disable it?

If you have Update access, the dashboard becomes disabled for all users who had access to it.

• Owners can disable and delete
• Update users can disable, but cannot delete
• Read-only users do not see the toggle

Option 2 - Admin → Dashboard Templates 

(This applies to System Admins Only)

System Admins can enable/disable:

• Any dashboard template
• Any user’s template

Steps

1. Click Admin (top-right user menu).
2. Select Dashboard Templates from the left panel or search bar
3. Locate the dashboard template you want to manage (use the search bar if needed).
4. Use the toggle switch in the Actions column to enable or disable the template.
   
   

Q2. Why don’t I see the enable/disable toggle? 

Because you only have Read access.

Read-only access means:

• You can view the dashboard
• You cannot update it
• You cannot enable/disable it
• You cannot delete it
• The toggle does not appear

To hide dashboards, you don’t want to see, use Dashboard Preferences 

Q3. How can Read-only users hide dashboards they don’t want to see?

If you cannot disable the dashboard because you have Read-only access, you can still hide it from your list. 

Steps:

1. Click "Clew" icon on top left, it will open up My Dashboards (top-left).
2. Click Dashboard Preferences (gear icon).
3. Click the toggle switch on the dashboards you do not want to see.

This hides dashboards from your personal view only.

• It does not disable them
• It does not affect other users
• You can re-enable them anytime by ticking them again

Q4. What happens to other users when a dashboard template is disabled?

When a template is disabled by:

• The owner
• A user with Update access, or
• A System Admin

…the dashboard becomes disabled for all users who previously had access to it.

It will disappear from all views. But. it can be re-enabled later by an eligible user.

Q5. I can view a dashboard, but it doesn’t appear in Dashboard Manager. Why?

This occurs when:

• The template was shared but you were given Read-only access and not "Update" access or;
• The dashboard template is a Clew (previously CGR) system dashboard

In these cases, you can use the dashboard but cannot modify or disable it.

Q6. How can I change my default dashboard or dashboard order?

Your default dashboard is always the dashboard you have last visited. To learn more about how to change your default dashboard or dashboard order click here.

Learn more about Admin > Dashboards templates here or about the Dashboard Manager here.