Manage Dashboard Settings

Overview

The settings panel gives you centralized access to key dashboard options. You can rename your dashboard, edit its description, assign a slug, lock it from changes, and choose where it appears in your dashboards list-all in one unified place. To learn more about creating and using dashboards, see the Custom Dashboards overview.

You can access the settings panel from:

The more actions menu in the upper-right corner of the dashboard.
The more actions menu that appears when you hover over a dashboard in the DASHBOARDS LIST on the left.

The panel includes two sections:

General settings: updates the dashboard itself.
User preferences: adjusts how the dashboard behaves for you.

Saving behavior

To save dashboard settings like title, description, or slug, you must click Apply, then Save in the main dashboard view. Clicking Apply alone won’t save these changes permanently.

User preferences, however, are saved to your dashboard immediately when you click Apply. No further action is needed.

Note

If you're accessing dashboard settings via the DASHBOARDS LIST, all changes—to both general settings and user preferences—are saved directly to that dashboard when you click Apply. No additional Save is required.

User preferences are not available when creating a new dashboard. You’ll need to save the dashboard first to access them.

Title

You can rename your dashboard at any time. Use a clear and descriptive name that makes it easy to locate in the DASHBOARDS LIST. New dashboards are 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.

Description

The description provides a short summary of the dashboard's purpose or the insights it provides. It appears in the dashboard tooltip to help viewers quickly understand the context.

Folder

Assign the dashboard to a folder to organize it in the DASHBOARDS LIST. Folders make it easier to group dashboards by team, environment, use case, or ownership. You can change the folder assignment at any time.

Dashboard 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.

If you copy the dashboard URL with the Copy URL action in the more actions menu, and a slug has been set, 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.

Note

The slug metadata is not included when exporting and importing a dashboard.

Slug requirements

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 (_).

User preferences

Star dashboard

Mark the dashboard as a favorite to pin it to the top of your dashboard list.

Set as default dashboard

Make this your home dashboard, shown by default when you open Custom Dashboards.

Lock dashboard

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

Locking prevents others from making changes to the dashboard layout or its widgets. When a dashboard is locked, a padlock icon appears next to its title. To unlock it, return to the settings panel and toggle Lock dashboard.

Lock behavior

Only the dashboard creator can lock or unlock it.
Locking records the user who performed the action in the dashboard metadata.
If a dashboard was created using a team-level API key, any team member can lock it.
If you want to edit a locked dashboard but lack the necessary permissions, you can duplicate a dashboard by clicking Make a copy in the dashboard more actions menu.

Locking dashboards helps protect critical dashboards from accidental changes while still allowing team members to duplicate them when edits are needed.

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.

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