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Installing and working with Activeboards in Exchange

About Activeboards

Predefined Activeboards with a set of widgets and queries designed to show data to analyze specific contexts or use cases.

Visit Activeboards to know more.

What permissions do I need?

Apart from the Exchange (manage) permission required to access Exchange and install content, the Activeboards (manage) permission is also required to install/uninstall Activeboards via Exchange.

Install and uninstall

Activeboards fit very well in the general procedure: find the desired item, open its card, and click the Install button at the top right.

To get rid of an Acitveboard you no longer need, simply click the Uninstall button at the top right of its card or access the Manage installed content area.

Open and navigate

To access an installed Activeboard, open the Activeboard area and select it from the Activeboard Manager (you can find it using the search at the top).

You can also access an Activeboard from Exchange by clicking the Open button that appears in its card after the installation is complete. The Activeboard will open in a new browser tab so that you can keep your current session while you work with it.

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