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Creating a Dashboard 

Learn how to create and customise Orlo dashboards for your own consolidated view, plus how to save these as templates for others to use.

Things to consider ✅

  • To create a Dashboard Template, you must be an admin user. 
  • Users can create multiple dashboards 
  • Once a dashboard is saved, it is visible to that user only. 
  • When using the Individual message mode Inbox widget, only one keyword can be added in the keyword filtering option. 

 

Prefer step-by-step instructions? Take a look at our help guide here.