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sanforda1

‎set 30, 2019 10:22 AM

Participante

Managing the dashboard

resolver

I'm in a free trial and cannot view or edit the dashboard.  Is this feature disabled?  Thank you.

Sales Dashboard
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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum

‎set 30, 2019 11:08 AM

Especialista reconhecido(a) | Parceiro Platinum

Managing the dashboard

resolver

Hi @sanforda1,

 

In a trial, you should be able to see and edit the dashboards. I just tested in a portal using a trial to confirm.

 

Potentially this is related to permissions or the specific dashboard limitations based on the version you are trialing.

 

I'd be happy to screen share with you to try and troubleshoot. If you'd like to do that, either book some time with me.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum

‎set 30, 2019 11:08 AM

Especialista reconhecido(a) | Parceiro Platinum

Managing the dashboard

resolver

Hi @sanforda1,

 

In a trial, you should be able to see and edit the dashboards. I just tested in a portal using a trial to confirm.

 

Potentially this is related to permissions or the specific dashboard limitations based on the version you are trialing.

 

I'd be happy to screen share with you to try and troubleshoot. If you'd like to do that, either book some time with me.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

sanforda1

‎out 1, 2019 7:40 PM

Participante

Managing the dashboard

resolver

Thank you for your help, Josh!  I appreciate your support!

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Managing the dashboard
Hi @sanforda1,   In a trial, you should be able to see and edit the dashboards. I just tested in a portal using a trial to confirm.   Potentially this is related to permissions...
Hi @sanforda1,   In a trial, you should be able to see and edit the dashboards. I just tested in a portal using a trial to confirm.   Potentially this is related to permissions...
Sales
Oct 1, 2019