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Monitor data using dashboards › Monitor third-party risk › Third-party Risk Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Edit TPRM dashboard details

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

Image omitted: icon-tprm-ws-dashboard.png
and then select the dashboard you want to edit.
  1. Select the dashboard details icon
Image omitted: InformationIcon.png
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](../../now-intelligence/certify-db-ac.md).

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](edit-tprm-db.md).

5.  Specify one or more dashboard categories.

    For more information, see [Platform Analytics experience dashboard categories](../../now-intelligence/db-categories.md).

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.