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Dashboard Fields

Dashboard fields define the properties and settings available when creating or editing dashboards.

The table below lists the fields of the Dashboard form and provides utilization guidelines for each field.

Field Label	Utilization Guideline
Name	The `Name` field is used to enter the name of the dashboard.
Owner	The `Owner` field is used to change the owner of the dashboard. By default it is set to the author. Only the owner of a dashboard can edit a dashboard. After changing the owner, both the previous and the new owner are notified.
Description	The `Description` field is used to enter information about the contents or audience of the dashboard.
Shared within account	The `Shared within account` box is checked when the dashboard should be visible for everyone with access to dashboards within the account.
Shared with members of team(s)	The `Shared with members of team(s)` box is checked when the dashboard should be visible for everyone with access to dashboards within the account.
Teams	The `Teams` table field is used to relate the dashboard to the team(s) that should be able to view it.
Shared with members of skill pool(s)	The `Shared with members of skill pool(s)` box is checked when the dashboard should be visible for skill pools within the account that are linked in the `Skill Pools` table field.
Skill Pools	The `Skill Pools` table field is used to relate the dashboard to the skill pool(s) that should be able to view it.
Default dashboard	The `Default dashboard` box is checked when the dashboard should open automatically when someone opens the Analytics console. This checkbox is available only when the Visibility field of the dashboard is set to “Shared Within Account”.
Shared with key contacts	The `Shared with key contacts` box is checked when the dashboard should be visible in Xurrent Self Service by persons with the Key Contact role from organizations related in the `Link organizations...` table field. Only a person with the Account Administrator or Account Designer role can share a dashboard with key contacts.
Organizations	The `Organizations` table field is used to relate the dashboard to the organization(s) of which the key contacts can view it.
Shared with customer representatives	The `Shared with customer representatives` box is checked when the dashboard should be visible in Xurrent Self Service by persons who are set as the customer representative(s) of Service Level Agreements related in the `Link service level agreements...` table field. Only a person with the Account Administrator, Account Designer, or Service Level Manager role can share a dashboard with customer representatives.
Service level agreements	The `Service level agreements` table field is used to relate the dashboard to the SLA of which the customer representatives can view it.
Default	The `Default` box is checked when the dashboard should be the one in the account that is immediately visible when navigating to the Analytics console. This option is only available when `Shared within account` is selected.
Inbox	The `Inbox` box is checked when the dashboard should be visible next to the inbox of specialists in the account. This option is only available when `Shared within account` is selected.
Color palette	The `Color palette` field is used to relate the dashboard to a Color palette.

Dashboard Fields

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