How to Assign Custom Icons to Dashboard Sections

Before you begin: To assign icons to Dashboard sections, users must have permission to manage Dashboard sections. This feature is available in the New Dashboard Experience and is typically accessible to Super Admin, Admin, and Agent roles.

Overview

TapClicks allows users to assign icons to Dashboard sections to help visually organize reports and highlight key content areas. When a Custom Icon is applied, the icon color is automatically determined by the section’s configuration. The system dynamically assigns the icon color based on whether the section is associated with a product, a data source, or neither. This ensures visual consistency across dashboards while maintaining alignment with theme and data source configurations. Icon colors are applied automatically and cannot be manually customized.

How Icon Colors Are Determined

When a Custom Icon is selected for a section, the icon color is automatically determined based on how the section is assigned. If a section is linked to a specific data source, the icon inherits that data source’s color. If a custom color has been configured for the service, that color is used; otherwise, the system’s default service color applies. If a section is not assigned to a data source or product, the icon color matches the first color in the dashboard’s chart palette.

How to Assign a Custom Icon to a Dashboard Section

1] Log in to TapClicks and, on the Reports menu, click Dashboards.

2] Open the Dashboard where you want to assign a section icon.

3] Within the Dashboard editor, hover over the desired section and click the More Options icon.

4] From the drop-down menu, select Assign Icon.

5] In the pop-up window, use the radio buttons to select Custom Icon.

6] The window will update. Click Select an Icon.

7] The Icon Picker window will appear. Scroll through the available options and select the icon you want to use.

8] Click Save. The selected icon will appear next to the section name.