Managing Dashboard Folders

Managing Dashboard Folders

(Access Privilege: Read access)

Dashboards can be stored in publicly accessible folders for all the Zoho CRM users or private folders with a limited access to some of the users.

Create Dashboard Folder

Note: System administrators and the users who created the dashboard folder have full control on dashboard folders. Other users can access the dashboards only after the owner of the folders enables the access rights.

To create dashboard folder

1. Click the Dashboards tab.
2. In the Dashboards Home page, click the Go to Dashboard List link.
3. In the Dashboard List page, click the Create New Dashboard button.
4. In the Dashboard Folder Details do the following:
   • Folder Name: Specify name of the folder.
   • Accessibility Details: Select one of the following options:
     • All Users are allowed to view this Dashboard Folder: Select if you would like to enable the folder access for all the users.
     • Show this Dashboard Folder only to me: Select if you would like to enable the folder access only to you.
     • Allow the following users to view this Dashboard Folder: Select the users or user roles who can access the folder.
       
5. Click Save.