Role / who this applies to
Company Admin or Screen Admin
Plan
All plans
Step‑by‑step instructions
Step 1 – Open Dashboard
In the left‑hand sidebar, click Dashboard.
Open the board you want to change (if it isn’t already selected).
Step 2 – Open Edit for the board
At the top of the board, next to the board name, click the three‑dots (⋯) menu.
Click Edit.
This opens the Edit board view.
Step 3 – Update General settings
In Edit board → General you can change:
Title – the board name.
Description – short explanation of what the board shows.
Default period – which time period is selected by default (for example Current month).
Category – which board category it belongs to (if categories are set up).
Executive – if you’re part of an Executive group, turn this on to allow Executive widgets across companies.
Icon – choose the visual icon for the board.
Step 4 – Configure Board access
Open the Board access section.
Set:
Teams – which teams are allowed to see this board.
Access level – minimum access level required (for example All, Managers, Admins).
Embeddable – turn this on to make the board embeddable and generate a shareable link (if available on your plan).
Step 5 – Configure Filters
Open the Filters section. Here you can turn on/off:
Resource intensive – lock the layout for performance‑heavy boards.
User filter – allow filtering by user.
Team filter – allow filtering by team.
Activity filter – allow filtering by activity.
Show current user’s data by default – focus the board on the current user when they open it.
Step 6 – Save your changes
Click Save changes in the top‑right corner.
The board will now use the updated General, Board access, and Filter settings.
What if this doesn’t work?
I don’t see the three‑dots menu or Edit option
Only Company Admins and Screen Admins can edit boards. Check your access under Manage → Users → your profile, or contact your SalesScreen admin.
Changes don’t save or “Save changes” is grayed out
Make sure the Title field is filled in and any required access settings (for example at least one team in Board access) are set.
Users still can’t see the board after I changed access
Confirm they belong to one of the selected Teams and meet the Access level you chose. Ask them to refresh the page or log out and back in.
The Embeddable toggle is missing
Embeddable boards may not be included on your plan or may be disabled for your organization. Contact SalesScreen support or your Customer Success Manager to confirm.