Managing Dashboard Settings and Metadata

Overview

Dashboard metadata includes key details such as:

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

Editable dashboard properties

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.

Dashboards saved from Visual Explorer are automatically titled Visual Explorer, followed by the date and time of the save-for example, Visual Explorer - 15/07/25 09:37:09.

Naming a saved dashboard makes it easier to locate it within the left-hand folder system.

Description

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

To add or update a description:

1. Click the more actions menu in the upper-right corner of the dashboard.
2. Select Edit Details.
3. In the modal, enter your description and click Save.

URL slug

A slug is a custom URL-safe name that you can assign to your dashboard. This is useful when:

• Referencing your dashboard programmatically.
• Sharing your dashboard as a link.
• Building custom actions that target a specific dashboard.
• Navigating between duplicate dashboards across multiple teams—by using the same slug and simply replacing the team name in the URL.

To add or update a slug:

1. Click the more actions menu in the upper-right corner of the dashboard.
2. Select Edit Details.
3. In the modal, enter a slug name for your dashboard and click Save. When a slug is set, the Copy URL action, found in the more actions menu, the slug replaces the dashboard ID in the browser URL path following /dashboards/. For example: https://company-team-1.coralogix.com/#/dashboards/s/my-dashboard-slug

Slug rules

• Slugs must be unique within your team.
• Only lowercase letters, numbers, hyphens (-) and underscores (_) are supported.
• Spaces and special characters are not supported.
• Slugs can’t begin or end with hyphens (-) or underscores (_).

System metadata

A tooltip next to the dashboard title displays metadata including, the dashboard's description, creation date, and last modified date.

The tooltip automatically updates when a dashboard is changed.

A dashboard can be created or modified either by a user through the Coralogix UI or via external API actions. If a team-level API key is used, the key name will be shown as the creator or modifier in the dashboard tooltip.

Locking a dashboard

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

To lock or unlock a dashboard:

1. Click the more actions menu in the upper-right corner of the dashboard.
2. Select Lock Dashboard or Unlock Dashboard, depending on the current state.
3. When locked, a padlock icon appears next to the dashboard title.

Locking rules & permissions

• Users must have the TEAM-DASHBOARDS:UPDATE permission to lock or unlock 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 more actions menu.

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

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