Configuring Sections for a given Touchpoint

What is a section?

Sections, such as TruMetrics, TruPromoter, or Custom Questions, refer to specific components displayed within each touchpoint. 

Users with the appropriate roles can configure which sections are displayed along with the order in which they are presented on the dashboard:

• Admin and Enterprise users can configure sections in a touchpoints on dashboards accessible to other users.
• Explorer users can configure sections in a touch point for their private dashboards only.
• Default users don't have permissions to configure dashboards. 

How to configure sections

1. Locate the gear icon alongside the name of the touchpoint (as shown in the image below).
   
   

2. Select the gear icon to open the pop-up configuration window (as shown below). Here you can:
   

   • Toggle section visibility: Use the checkboxes to choose which sections within a touchpoints you want to display.

   • Reorder sections: Click and drag the   icon to rearrange the order of the sections as needed
     
     

3. Save ChangesOnce you’ve made your adjustments, ensure you save your changes to apply the updated configuration