---
title: "Dashboard Administration | ThreatConnect"
slug: "dashboard-administration"
description: "This article describes how to access the dashboard administration features on the Dashboard screen and the function of each administrative option."
tags: ["Analytical Tools"]
updated: 2024-08-20T17:52:10Z
published: 2024-08-20T17:52:10Z
canonical: "knowledge.threatconnect.com/dashboard-administration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Administration

## Overview

When working with a dashboard in ThreatConnect®, you can perform a variety of administrative actions, such as copying, renaming, sharing, deleting, and exporting the dashboard; setting the dashboard as a default dashboard for either your user account or the entire Organization; and saving a dashboard as a System-level dashboard. The administrative options available to you depend on the role assigned to your user account and ownership of the selected dashboard.

## Before You Start

### User Roles

- To set a dashboard as the default dashboard for your user account, your user account can have any [Organization role](https://knowledge.threatconnect.com/docs/organization-roles).
- To copy, rename, share, and delete custom dashboards you created, your user account can have any Organization role.
- To copy, rename, and share custom dashboards another user in your Organization shared, your user account can have any Organization role.
- To copy System-level dashboards, including built-in dashboards, your user account can have any Organization role.
- To delete any dashboards shared in an Organization and set any shared dashboard as the default Organization-level dashboard, your user account must have an Organization role of Organization Administrator.
- To rename, share, and delete System-level dashboards that are not built-in dashboards and save any dashboard as a System-level dashboard, your user account must have a [System role](https://knowledge.threatconnect.com/docs/threatconnect-system-roles-and-permissions) of Administrator.

### Prerequisites

- To copy, rename, share, and delete dashboards, turn on custom dashboards for your Organization on the **Account Settings** screen (must be an Accounts Administrator, Operations Administrator, or System Administrator to perform this action).

## Administrating a Dashboard

Follow these steps to access and use the dashboard administration menu:

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard to open the dashboard administration menu, and then select one of the following options:
  - [**Copy Dashboard**](/docs/dashboard-administration#copying-a-dashboard)
  - [**Rename Dashboard**](/docs/dashboard-administration#renaming-a-dashboard)
  - [**Share Dashboard**](/docs/dashboard-administration#sharing-a-dashboard)
  - [**Delete Dashboard**](/docs/dashboard-administration#deleting-a-dashboard)
  - [**Export Dashboard**](/docs/dashboard-administration#exporting-a-dashboard)
  - [**Set as My Default Dashboard**](/docs/dashboard-administration#setting-a-dashboard-as-your-default-dashboard)
  - [**Save as System Dashboard**](/docs/dashboard-administration#saving-a-dashboard-as-a-system-dashboard)
  - [**Set as Organization Default Dashboard**](/docs/dashboard-administration#setting-a-dashboard-as-the-default-dashboard-for-an-organization)

ImportantDepending on the role assigned to your user account and ownership of the selected dashboard, the dashboard administration menu may display only a subset of these options. For example, only Organization Administrators can set a shared dashboard as the default dashboard for their Organization, and only the user who created a custom dashboard will be able to rename, share, export, or delete it.

### Copying a Dashboard

Follow these steps to copy a dashboard:

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Copy Dashboard**.
3. On the **Copy Dashboard** window, enter a unique name for the copy of the dashboard, and then click **SAVE**. After the dashboard copy is created, it will be listed under the **My Dashboards** section of the **Dashboard** menu for your user account.

### Renaming a Dashboard

Follow these steps to rename a dashboard that you have permission to edit:

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Rename Dashboard**.
3. On the **Rename Dashboard** window, enter a unique name for the dashboard, and then click **SAVE**.

### Sharing a Dashboard

Follow these steps to share a dashboard you have permission to share (i.e., create a copy of a dashboard that will be listed under **Shared Dashboards** in the **Dashboard** menu for all users in your Organization):

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Share Dashboard**.
3. On the **Share Dashboard** window, enter a unique name for the copy of the dashboard that will be shared, and then click **SAVE**.

### Deleting a Dashboard

Follow these steps to delete a dashboard that you have permission to delete:

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Delete Dashboard**. Then click **CONFIRM** on the **Delete Dashboard?** window.

### Exporting a Dashboard

For instructions on exporting a dashboard, see *[Exporting and Importing Dashboards](https://knowledge.threatconnect.com/docs/exporting-and-importing-dashboards)*.

### Setting a Dashboard as Your Default Dashboard

Follow these steps to set a dashboard as your default dashboard:

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Set as My Default Dashboard**. The selected dashboard will now be shown each time you log into ThreatConnect or navigate to the **Dashboard** screen.  
NoteIf you set a dashboard as your default dashboard, this selection will be retained even if an Organization Administrator sets a different default dashboard for your Organization.

### Saving a Dashboard as a System Dashboard

Follow these steps to create a copy of a dashboard that will be listed under **System Dashboards** in the **Dashboard** menu for all users on the ThreatConnect instance (must be a System Administrator to perform these steps):

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Save as System Dashboard**.
3. On the **Save As System Dashboard** window, enter a unique name for the copy of the dashboard, and then click **SAVE**.

### Setting a Dashboard as the Default Dashboard for an Organization

Follow these steps while viewing a shared dashboard to set the dashboard as the default dashboard for all users in your Organization (must be an Organization Administrator to perform these steps):

1. Hover over **Dashboard** on the top navigation bar and select a dashboard to open.
2. Click the **⋮** menu at the upper-right corner of the dashboard and select **Set as Organization Default Dashboard**. The selected dashboard will now be shown each time a user in your Organization logs into ThreatConnect or navigates to the **Dashboard** screen.  
NoteUsers in your Organization who have previously set their own default dashboards will retain that selection. In addition, users may override the Organization default dashboard by selecting a different dashboard as their default.

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