Klipfolio is rebranding

← Dashboard management

We have changed the name of our app to simply Klipfolio, instead of Klipfolio Dashboard. In addition we are changing Tab and Tabs in our app to dashboard and dashboards respectively. This change will impact the following areas of the UI:


  • Library

  • Context menus

  • Permissions

  • White Label settings (some action for white label customers may be desired)

  • Emails

  • Invoices

  • Account/Settings/Dashboard - Dashboard Name is renamed to Account Name


Changes to product names do not impact the underlying operations of Klipfolio:

  • All API calls for tabs will remain as tabs for the foreseeable future (the object is still called a tab in the API -- no changes necessary for any existing scripts or  when using permissions,

  • All URLs pointing to tabs will continue to have tab in the URL,

  • All hyperlinks in Klips referring to tab IDs will still point to tab IDs - no changes required.


What is the impact on White Label customers?

  • If you are a White label customer, you may wish to make a change depending on whether you updated Product Name in Account > Settings > White Label. Dashboard has become Dashboards under Product Name. If you renamed this field, we recommend you make it plural. (If you used the default, it will automatically pick up the change.)


With these changes, we are also updating our Terms and Conditions and Partner Agreements.  Please see our legal section on www.klipfolio.com/legal for details on August 20th, 2015.  


Dashboard management

  1. Beta: Free public links
  2. Publish links
  3. NEW: What’s the difference between viewing a dashboard in the app and viewing a published link to a dashboard?
  4. Use RiseVision to display your Klipfolio dashboard on big screen TVs or digital wallboards
  5. Updates to Klipfolio user permissions
  6. Generate a Klipfolio API Key
  7. Push API deprecation, October 30, 2015
  8. Klipfolio is rebranding
  9. NEW: Best Practices for Large Screen Dashboard Display
  10. Guide to displaying Klipfolio Dashboards on a Large Screen Display
  11. Dashboard design considerations
  12. NEW: Working with Company Properties
  13. Authenticating with Google
  14. Adding a custom role and users
  15. Adding new users
  16. Annotations
  17. Building dashboards
  18. Checklist for adding new users
  19. Creating groups and setting default dashboards
  20. NEW: Removing a Klip, dashboard or data source from the Library
  21. Displaying Klips in full screen mode
  22. Downloading a Klip to your computer
  23. Downloading a dashboard and all of its Klips to your computer
  24. Whitelist IP Addresses
  25. Emailing a Klip
  26. Emailing a dashboard and all of its Klips
  27. Sending Scheduled Email Reports of Klips with variables
  28. Embedding a Klip into an HTML page
  29. NEW: Best practices for generating PDF reports
  30. Options for launching Klipfolio
  31. Removing a user from a custom role
  32. Removing a custom role
  33. Setting up an IP address range in Klipfolio
  34. Sharing data sources
  35. Sharing Klips
  36. Sharing dashboards
  37. Dashboard permalinks
  38. User properties
  39. User roles and access permissions
  40. Viewing data source failures and refresh history for an account

Feedback and Knowledge Base

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