Adding Categories to group Dashboards within Snapshot.Live

What are Categories in Snapshot.Live?

Categories are a way of identifying or grouping certain Dashboards together.

For example: a Category might be Sales and all Dashboards relating to Sales could be within that Category.

Only Adminstrators and Users who can add Dashboards can add Cateogories to Snapshot.Live.


Need further information?

 

Submit a ticket by sending an email to Support@Plus.Live or use the “Chat” option (note – only available within Plus.Live).




    • Related Articles

    • Pricing Snapshot and Snapshot.Live Fair Cost Policy

      Plus Software has a Fair Cost policy for Customers on our desktop Snapshot, SnapshotBI.com. If an existing Customer of the desktop SnapshotBI wants to use Snapshot.Live (Cloud and Desktop Snapshot) either to replace SnapshotBI, or to use alongside, ...
    • Initial Setup of Snapshot.Live

      Article Summary This article outlines the initial steps to set up Snapshot.Live and connect to your Business System. We assume you have set up a Company Portal and Users on Plus.Live - if not, click here. ​NOTE: There are some great Getting Started ...
    • 2. Connect Business System to Sales.Live

      Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...
    • 4. Set Up User Group(s) in Sales.Live

      In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users.  This is done at the Portal Level.  To see how to set this up, CLICK HERE and follow the steps. Need further information?  Send an email ...
    • Moving from Trial Snapshot to Business Plan

      Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...