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Getting Started
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eCRF Wizard

Edit Dashboard Properties

This guide provides step-by-step instructions on how to edit the properties of your dashboard, allowing you to customize its settings and manage access.
  1. Navigate to the Dashboard: Locate the dashboard you want to edit and click the “Edit Dashboard” button to enter edit mode.
  2. Open Properties: Click on a button with a three dot icon to open a dropdown menu. In the dropdown menu, click on “Edit Properties” to open the dashboard properties menu where you can make changes.
  3. Edit Properties: Once in the properties menu, you can customize the following properties of your dashboard:
    • Basic Information: Change the dashboard's name and URL slug for easier identification and access.
      • URL Slug: Provides a readable and accessible URL link directly to your dashboard. This should be unique and typically includes lowercase letters, numbers, and hyphens (avoid spaces and special characters).
    • Access Controls: Define who can edit or view the dashboard by setting owners and roles.
    • Color Scheme: Select a color scheme that aligns with your brand or preference.
    • Certification: Indicate the certification authority and provide details for authenticity.
    • Tags: Apply tags to enhance the searchability and categorization of your dashboard.
  4. Saving Changes: After making the necessary changes, click the "Apply" button to save and apply the changes.


 

 

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