Dashboard Settings is the panel that shapes a dashboard around its widgets: its title and description, navigation tabs with a logo and action buttons, a footer, and the background and page width. It opens from the gear next to Add Widget while the dashboard is in Edit mode.

Here is the test: do you want to change what a dashboard shows, or how the page is framed? A widget changes what it shows; that is Add Widget. Tabs, a footer, the width and the color frame the page; that is Dashboard Settings.

Example: in a Vendor Management solution, the Security lead builds the Vendor risk dashboard with three tabs. Overview is for Security, Contracts for Procurement and Spend for Finance. The tabs sit on the left under the company logo. A Request assessment button opens the vendor assessment form. The footer carries the Security team's contact line.

A dashboard in Edit mode with the gear next to Add Widget and the Dashboard Settings panel open on General, showing View, Title and Appearance.

The Dashboard Settings panel opens on the right with four tabs: General, Navigation, Footer and Style. This article takes them in that order. Nothing changes until you select Save Changes at the foot of the panel; Cancel closes it.

A new dashboard starts from Create New View > Dashboard: name it, choose Public or Private, pick a folder if you want one, and select Create View. It opens in Edit mode.

Tabs group widgets into website-like navigation at the top of the dashboard. Each tab holds its own widgets.

Choose Enabled on the Disabled | Enabled control. It starts on Disabled. The sections below stay visible either way, so you can set the tabs up before you turn the bar on and keep them when you turn it off.

Tabs Position has three alignment buttons: left, center or right in the tab bar. Left is the default. Each tab is a row with a drag handle and an editable name; select + Add Tab for the next one and drag the rows to change the order. A dashboard holds up to 10 tabs.

The Navigation tab with Enabled selected, Tabs Position, the three tabs Overview, Contracts and Spend, and the Logo and Action Buttons sections.

Upload Image for the tab bar; the panel's own hint says the recommended logo height is 100 px. Size is a slider.

Select + Add Button. The Button Settings dialog opens: Label, Icon, Background Color, Text Color (Light or Dark), and Action, which does one of four things.

The fields under Action change with the action you pick. Show Tooltip and Ask for Confirmation are off unless you turn them on. Select Done. The Request assessment button on the Vendor risk dashboard uses Open a Form.

The Button Settings dialog with the Action list open on its four types.

When you switch tabs, the URL in your browser changes to the active tab. Copy it to bookmark the tab or share it. The link uses the tab's ID, not its name, so renaming the tab does not break links already shared.

Choose Enabled on the Disabled | Enabled control; it starts on Disabled. Layout offers two cards, Simple Footer and Advanced Footer. Five sections follow: Logo, Links, Social Networks, Tagline and Background.

The footer logo is separate from the navigation logo. Use the footer for the line that tells a reader who owns the dashboard.

The Footer tab with Enabled, the Simple Footer and Advanced Footer cards and the five sections.

The tab is headed Page Style.

Three cards. Fullscreen, the default, uses the full width of the screen. Standard is a balanced width. Both adjust to the window. Compact is a fixed, narrow layout for focused content.

White, the default; Neutral, a soft gray; or Custom, which follows the solution color by default and can be set to any color from the SmartSuite palette.

The Style tab with the Width and Background cards.

In Edit mode, a dashboard without tabs shows an Add Navigation button, and a dashboard without a footer shows an Add Footer button. Each opens the matching tab of Dashboard Settings.

Give each audience a tab. Security reads Overview, Procurement reads Contracts, Finance reads Spend, and each group bookmarks its own tab link. Put the one action people take most on the first tab as a button. Keep the footer for the contact line, so a reader knows who owns the dashboard.

Open Dashboard Settings again. Drag tabs to reorder them, switch the footer style, change the width, then select Save Changes. Changes show for every member on their next load.

Last verified 30 Oct 2026.