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The Activeboard manager is a panel modal window which appears automatically when accessing the Activeboards section menu where you can see a complete list of Activeboards in your domain. To access it, just click the folder icon in the upper-left corner of the Activeboard area. Here you can perform the tasks described below.

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What permissions do I need?

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The Activeboards displayed here are those created or installed in the domain (PENDING CONFIRM) that have been shared with you. However, if you have only been granted view access, you will not be able to perform the tasks labeled as "manage" in the management section below. (PENDING CONFIRM)

Having the User resources permissions will grant you full access to the Activeboards area and over all Activeboards in the domain.

Filter Activeboards

You can use the following options to filter Activeboards in the Activeboards Manager:

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  • Search box:

    • By name: introduce the desired text in the search box and the Activeboard list will be filtered as you type, showing only those containing that string.

  • Buttons:

    • Favorites: click the Favorites button below next to the search box to show only those Activeboards marked as favorite by yourself, while changing the button’s color to indicate the activation of that filter.

    • Shared: click the Shared button next to the search box to show only those Activeboards that have been shared in your domain, while changing the button’s color to indicate the activation of that filter.

    • Created by yourself: click the Created by me button below the search box to show only those Activeboards you created, while changing the button’s color to indicate the activation of that filter.

    • Scheduled: click the Scheduled button below next to the search box to show only those Activeboards that have a scheduled report, while changing the button’s color to indicate the activation of that filter.

  • Filters:

    • By tags: click the Filters button next to the search box, name: type the activeboard name and the visible list will fit with that information.

    • Created by: type the user name or select it from the dropdown menu list.

    • By tags: type tag name or select the Tags dropdown and choose one or more tags. Click Apply to show only those Activeboards with those tags applied.

    • By user: click the Filters button next to the search box, select the Users dropdown and choose one or more users. Click Apply to show only those Activeboards created by those users.

When you apply filters, a Clear button appears below the Filters button so you can remove them allDeselect the applied filter buttons to remove any of them.

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Simultaneous filters

Be aware that all these filters can be applied simultaneously and in that case, only those Activeboards meeting all the specified conditions will be shown.

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