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How to Manage Accounts in the Dashboard

Updated over 6 months ago

Follow these steps to add or remove accounts within your dashboard:

Step 1: Access the Account Management

  1. Click on the "Manage Accounts" button.



Step 2: Select or Deselect Accounts

  1. A pop-up window will appear, allowing you to select or deselect accounts.

Note: Only the data sources already added to your dashboard will be displayed.


Step 3: Save Changes

  1. After making your adjustments, click "Save Changes".


Step 4: Apply the Changes

  1. Click on the "Apply" button located in the upper-left corner of the screen.

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