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Dashboard Metadata

Overview

Dashboard metadata includes key details such as:

  • Title and description
  • Creator and creation date
  • Last modified details (date and user)
  • Lock status

Title

When you create a new dashboard, it is named New Dashboard by default. To rename it, click on the title and enter a new name.

Naming a saved dashboard allows you to locate it within the left-hand folder system.

General details

A tooltip next to the dashboard title displays information about the creator and the creation time. When a dashboard is modified and saved, the tooltip updates to show the last modification date and the user responsible for the changes.

A dashboard can be created or modified by a user, an external API, or a Terraform operation. If a team-level API key was used, the API key name will be stated as the creator or modifier name, respectively.

Description

A dashboard description helps users understand its purpose and the insights it provides.

To add a description:

  1. Click the ellipsis () on the right-hand side.
  2. Select Add description.
  3. Enter your text and click Save.

To edit a description:

  1. Click the ellipsis () and select Edit description.
  2. Update the text and click Save.

Locking a dashboard

Locking a dashboard prevents unauthorized modifications while preserving its current state.

How to lock a dashboard

  1. Click the ellipsis () on the right-hand side.
  2. Select Lock dashboard.
  3. A padlock icon will appear next to the title. Hover over it to view locking details.

How to unlock a dashboard

  1. Click the ellipsis ().
  2. Select Unlock dashboard.

Locking rules & permissions

  • Users must have the TEAM-DASHBOARDS:UPDATE permission to lock a dashboard.

  • If you created the dashboard, only you can lock it—preventing edits from others.

  • For older dashboards without an assigned creator, any team member can lock them.

  • Once locked, the system records the user responsible for the action in the metadata.

  • If you need to edit a locked dashboard, you can create a duplicate by selecting Save as from the ellipsis menu.

This ensures dashboards remain secure while allowing flexibility when updates are necessary.