--- title: "Managing Dashboard Cards | ThreatConnect" slug: "managing-dashboard-cards" description: "This article describes how to edit, rename, and delete dashboard cards. It also describes how to select owners to display data from on a dashboard card." tags: ["Analytical Tools"] updated: 2024-11-08T14:18:09Z published: 2024-11-08T14:18:09Z --- > ## 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. # Managing Dashboard Cards ## Overview After you [add a card to a dashboard](https://knowledge.threatconnect.com/docs/adding-content-to-dashboards) in ThreatConnect®, you can use the card’s **ACTIONS**menu to manage the card. The **ACTIONS** menu includes options to edit the card’s configuration, rename the card, remove the card from the dashboard, and select which [owners](https://knowledge.threatconnect.com/docs/ownership-in-threatconnect) to display data from on the card. ## Before You Start ### User Roles - To edit, rename, delete, and manage owners for dashboard cards on custom dashboards you created or another user in your Organization shared, your user account can have any [Organization role](https://knowledge.threatconnect.com/docs/organization-roles). - To edit, rename, delete, and manage owners for dashboard cards on System-level dashboards that are not built-in dashboards, your user account must have a [System role](https://knowledge.threatconnect.com/docs/threatconnect-system-roles-and-permissions) of Administrator. ### Prerequisites - To have access to custom 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). ## Managing a Dashboard Card Follow these steps to access and use the **ACTIONS**menu to manage a dashboard card: 1. Hover over **Dashboard**on the top navigation bar and select a dashboard to open. 2. Hover over a card on the dashboard, click **ACTIONS**at the top right of the card, and select one of the following options from the **ACTIONS**menu (Figure 1): ![Figure 1_Managing Dashboard Cards_7.6.2](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_Managing%20Dashboard%20Cards_7.7.1.png) - **[Edit](/docs/managing-dashboard-cards#editing-a-dashboard-card)** - **[Rename](/docs/managing-dashboard-cards#renaming-a-dashboard-card)** - **[Remove](/docs/managing-dashboard-cards#removing-a-dashboard-card)****[](/docs/managing-dashboard-cards#_Managing_Owners_for)** - **[Manage Owners](/docs/managing-dashboard-cards#managing-owners-for-a-dashboard-card)** NoteIf there is no **ACTIONS**option at the top right of a dashboard card when you hover over it, you do not have permission to edit the dashboard. Instead, you must [copy the dashboard](https://knowledge.threatconnect.com/docs/dashboard-administration#copying-a-dashboard) and then edit that copy.NoteYou can manage a dashboard card regardless of whether the dashboard is locked or unlocked. ### Editing a Dashboard Card Follow these steps to edit a dashboard card: 1. Hover over **Dashboard**on the top navigation bar and select a dashboard to open. 2. Hover over a card on the dashboard, click **ACTIONS**at the top right of the card, and select **Edit**. 3. Edit the card’s configuration and appearance on the **Edit '<*Card name*>'**drawer. (See *[Adding Content to Dashboards](https://knowledge.threatconnect.com/docs/adding-content-to-dashboards)*for instructions on configuring dashboard cards.) ### Renaming a Dashboard Card Follow these steps to rename a dashboard card: 1. Hover over **Dashboard**on the top navigation bar and select a dashboard to open. 2. Hover over a card on the dashboard, click **ACTIONS**at the top right of the card, and select **Rename**. 3. On the **Rename Card**window, enter a new name for the card, and then click **SAVE**. ### Removing a Dashboard Card Follow these steps to remove a card from a dashboard: 1. Hover over **Dashboard**on the top navigation bar and select a dashboard to open. 2. Hover over a card on the dashboard, click **ACTIONS**at the top right of the card, and select **Remove**. 3. On the **Remove Card**window, click **CONFIRM**. ### Managing Owners for a Dashboard Card There are two ways you can manage [owners](https://knowledge.threatconnect.com/docs/ownership-in-threatconnect) for dashboard cards while viewing a dashboard: - The **[](https://knowledge.threatconnect.com/docs/my-intel-sources)**[](https://knowledge.threatconnect.com/docs/my-intel-sources)[**My Intel Sources**selector](https://knowledge.threatconnect.com/docs/my-intel-sources)[](https://knowledge.threatconnect.com/docs/my-intel-sources)**[](https://knowledge.threatconnect.com/docs/my-intel-sources)** at the top left of the dashboard (owner selections apply to *all*cards on the dashboard) - The **Manage Owners**option in the **ACTIONS**menu (owner selections apply only to the selected dashboard card) Follow these steps to manage owners for an individual dashboard card: 1. Hover over **Dashboard**on the top navigation bar and select a dashboard to open. 2. Hover over a card on the dashboard, click **ACTIONS**at the top right of the card, and select **Manage Owners**. 3. On the **Manage Owners for Card**window (Figure 2), select one or more [owners](https://knowledge.threatconnect.com/docs/ownership-in-threatconnect) to display data from on the card. To select the same owners that are selected in the [**My Intel Sources**selector](https://knowledge.threatconnect.com/docs/my-intel-sources), turn on the **Inherit owner selections from My Intel Sources** toggle. To select a single owner, hover over the owner’s name and click![View Only Eye icon](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/View%20Only%20Eye%20icon.png)**only**. ![Figure 2_Managing Dashboard Cards_7.6.2](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%202_Managing%20Dashboard%20Cards_7.7.1.png) 4. Click **APPLY** on the **Manage Owners for Card**window to save your selections. NoteThe![Owner Selections icon](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Owner%20Selections%20icon.png)icon at the top right of a dashboard card indicates that the **Inherit owner selections from My Intel Sources**toggle is turned off for the card. It serves as a quick visual reminder that the card is displaying data from its own owner selections. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20044-06 v.16.B