Edit TPRM dashboard details

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.

    Before you begin

    Role required: sn_vdr_risk_asmt.vendor_risk_admin or sn_vdr_risk_asmt.vendor_risk_manager can edit the Third-party Insights and TPRM Custom Analytics dashboards.

    Any role for dashboards that you own or ones that you have been given permission to edit.

    Procedure

    1. Navigate to Workspaces > Vendor Management Workspace
    2. Select the dashboard page icon and then select the dashboard you want to edit.
    3. Select the dashboard details icon to open the Details panel.
      On the Details panel, you can edit several aspects of the dashboard.
      1. Edit the Name field to change how the dashboard appears in the Dashboard Overview.
      2. Fill in the Description to provide further context about the purpose of the dashboard.
      3. Mark the dashboard as Certified to inform the user that the dashboard is for use across your organization.
        Note:
        You must have an admin role to mark a dashboard as Certified. For more information, see Certify a Platform Analytics dashboard.
      4. In Dashboard Visibility, view, add, or remove workspaces in which the dashboard can be viewed.
        If you have the admin role, you can change the workspaces for any dashboard. Other users can change workspaces only for dashboards they create. For more information, see Edit TPRM dashboards.
      5. Specify one or more dashboard categories.
        For more information, see Platform Analytics experience dashboard categories.
      6. Specify who requested the dashboard.
        This user is considered a responsible user. The data visualization is shared with them, with editing permissions.
      7. Specify the owner of the dashboard.
        By default, the owner is the creator of the dashboard, but the creator or owner can assign ownership to another user.
      8. Specify an owner group.
        The owner of a dashboard can be an entire group rather than a single person.
      9. See who created the dashboard.
      10. See who the dashboard has been shared with.