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Manage Infoboard

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Manage Infoboard allows you to configure your Infoboard. You can configure date range and filters and rename your Infoboard. You can also share your Infoboards with other users.

Under manage Infoboard, you can

  • View all the Infoboards,
    • You have created under StudioInfoboardsMy Infoboards.
    • Shared with you under StudioInfoboardsShared Infoboards.
  • Create a new Infoboard.
  • Clone or duplicate your Infoboards using the button.
  • Share your Infoboards within your organization or the team.
  • Edit your Infoboard to manage and change the applied date ranges and filters..
  • Synchronize the shared Infoboards.
  • Move to Folder, Description and Delete

View Infoboards

  1. Click on StudioInfoboards to get the list of all Infoboards in your Infoveave.
    • Infoboards you created are under My Infoboards.
    • Infoboards shared with you are under Shared Infoboards.

Create a New Infoboard

  1. To create a new Infoboard, click on StudioInfoboards New .
  2. Configure Infoboard name, date range, filters and background that apply to the Infoboard.
  3. Click Save.

You can also create a new Infoboard from Insights .

Share Infoboards with your Team

  • You are implicitly sharing the widgets on your Infoboard when you share your Infoboard.
  • Newly created users get access to all shared Infoboards by default. 
Play Video

You can’t delete an Infoboard shared with you by your team.

How to share your Infoboard with other users.

  1. Click on StudioInfoboards to access all your Infoboards.
  2. Click the Share , button on the Infoboard you wish to share. A dialog box opens up.
  1. Choose between the options
  1. To share with the users, select the “share with users” tab. Pick the user(s) with whom the Infoboard needs to be shared from the share dialogue box.
  2. Choose the “share with role” tab to make a Infoboard available to a certain work role. From the dialog box, choose a role.
  • While defining the role, the job role must be defined as “external” in order to be listed in the share dialogue box.
  • For more information on role definition, read the section on Roles.

You cannot share, delete, add descriptions, manage the color and palette or create folders on a shared Infoboard.

  1. Select the users from the presented list of users.
    • If you wish to share your Infoboard with all users then select Share With Everyone.
  1. Select the user from the available list and click  to share the Infoboard.
  2. To remove a particular user/role from the shared list, select the user/role and click  .

  3. Click Save to share your Infoboard with the selected users.

    • Shared personals receive a notification after the successful share.
  1. To unshare a Infoboard, just unselect users or uncheck the Share With Everyone.

Click here to know more about sharing your Infoboard as a public link.

You must unshare a shared Infoboard to delete it from My Infoboards under Studio.

Synchronize the Shared Infoboard

  1. To synchronize any of the shared Infoboards click on Sync Infoboards .
    • Infoboard options such as filters, date range, and widget transparency for the chosen user will be synchronized to have current user’s Infoboard options.
  1. Click Yes to update.

The Sync Infoboards option appears only for the shared Infoboards.

Edit your Infoboard

  1. Click on StudioInfoboards to access all your Infoboards.
  2. Select the desired Infoboard you wish to edit.
  3. Click Edit  to edit your Infoboard. You can change the date ranges and the associated filters from here.
  4. Click Save to update the changes to the Infoboard.

Move to Folder, Description and Delete

  1. To move to a folder, create a folder by clicking the New Folder option, then drag the Infoboard into the desired folder using the drag-and-drop feature.
    • You may also choose a folder from a drop-down menu by clicking the folder symbol on the Infoboard.
  1. Click “Add Description” and fill out the description details to add a description to the Infoboard.
    • Select the Editor Type.
    • Add necessary Tags (if required).
    • Add Description and Content.
    • Click Ok
  1. If you want to delete an Infoboard, click on Delete .
    • Type in “delete‘ in the text box.
    • Click Yes.
Infoveave - delete product details

You can’t delete a shared Infoboard.