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Field Label
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Utilisation Guideline
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Name
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The Name field is used to enter the name of the dashboard.
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Owner
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The Owner field is used to change the owner of the dashboard. By default it is set to the author. Only the owner of a dashboard can edit a dashboard. After changing the owner, both the previous and the new owner are notified.
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Description
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The Description field is used to enter information about the contents or audience of the dashboard.
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Shared within account
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The Shared within account box is checked when the dashboard should be visible for everyone with access to dashboards within the account.
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Shared with members of team(s)
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The Shared with members of team(s) box is checked when the dashboard should be visible for everyone with access to dashboards within the account.
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Teams
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The Teams table field is used to relate the dashboard to the team(s) that should be able to view it.
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Shared with members of skill pool(s)
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The Shared with members of skill pool(s) box is checked when the dashboard should be visible for skill pools within the account that are linked in the Skill Pools table field.
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Skill Pools
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The Skill Pools table field is used to relate the dashboard to the skill pool(s) that should be able to view it.
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Default dashboard
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The Default dashboard box is checked when the dashboard should open automatically when someone opens the Analytics console. This checkbox is available only when the Visibility field of the dashboard is set to “Shared Within Account”.
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Shared with key contacts
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The Shared with key contacts box is checked when the dashboard should be visible in Xurrent Self Service by persons with the Key Contact role from organisations related in the Link organisations... table field. Only a person with the Account Administrator or Account Designer role can share a dashboard with key contacts.
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Organisations
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The Organisations table field is used to relate the dashboard to the organisation(s) of which the key contacts can view it.
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Shared with customer representatives
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The Shared with customer representatives box is checked when the dashboard should be visible in Xurrent Self Service by persons who are set as the customer representative(s) of Service Level Agreements related in the Link service level agreements... table field. Only a person with the Account Administrator, Account Designer, or Service Level Manager role can share a dashboard with customer representatives.
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Service level agreements
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The Service level agreements table field is used to relate the dashboard to the SLA of which the customer representatives can view it.
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Default
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The Default box is checked when the dashboard should be the one in the account that is immediately visible when navigating to the Analytics console. This option is only available when Shared within account is selected.
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Inbox
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The Inbox box is checked when the dashboard should be visible next to the inbox of specialists in the account. This option is only available when Shared within account is selected.
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Color palette
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The Color palette field is used to relate the dashboard to a Color palette.
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