Skip to main content

Setting a Default Dashboard in Stack

Default Dashboards in Stack are designed to streamline collaboration and ensure your team always has access to the most critical insights. When you set a default dashboard, it becomes the first thing your team members see upon navigating to the dashboard section, providing instant access to essential metrics and insights.

Steps to Set a Default Dashboard​

Step 1: Navigate to the Dashboard​

First, go to the dashboard you wish to set as the default. This should be the dashboard that contains the most important metrics for your team.

Step 2: Access the Dashboard Menu​

In the top right corner of the dashboard, click on the three-dot menu. This menu contains various options for managing your dashboard.

Step 3: Set as Default Dashboard​

From the menu, select the option to "Set as Default Dashboard."

Step 4: Confirm Your Selection​

A prompt will appear to confirm your choice. Confirm to finalize setting this dashboard as the default.

Important Notes​

  • Permissions Required: Only users with Account Admin roles can set a default dashboard. Ensure you have the necessary permissions.
  • Viewing Permissions: All team members need at least VIEW permission for the dashboard to be set as default.
  • Non-Deletable Default Dashboards: Once a dashboard is set as default, it cannot be deleted until another dashboard is assigned as default.
  • Default vs. Pinned Dashboards: Default dashboards serve as the primary landing page for all users. In contrast, pinned dashboards are personal favorites that individual users can access quickly.

Troubleshooting​

If you encounter issues with your default dashboard changing unexpectedly, you can reset it by following the steps above. Existing dashboards and widgets remain unaffected. A recent patch has been deployed to fix a known bug, but if problems persist, please contact our support team for assistance.