> ## Documentation Index > Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Building BI settings > View and manage shared links, scheduled reports, custom color palettes, and templates from the Building BI Settings page. The Building BI settings page gives you a centralized view of all [shared links and scheduled reports](/products/building-bi/reference/shared-links-scheduled-reports), [custom color palettes](/products/building-bi/reference/color-tools), and templates across your dashboards. ## Access settings Navigate to `Building BI` and click `Settings` at the bottom of the page. ## Shared links The `Shared Links` tab displays all generated links for your dashboards. Use the search bar and `Active`/`Expired` filters to find specific links. Select one or more links using the checkboxes to delete them in bulk. Settings page Shared Links tab showing a table with Link Title, Expires, Building Name, Dashboard, Entity Type, Refresh Rate, and Allowed columns listing seven shared links with values like Enter Tenant Name expiring Never with 60 Minutes refresh and All IPs allowed, with two rows selected and Cancel and Delete buttons at the bottom Each entry shows the following details: | Field | Description | | ----------------- | ------------------------------------------------- | | **Expiration** | When the shared link expires | | **Building Name** | The building associated with the dashboard | | **Refresh Rate** | How often the shared view refreshes with new data | | **Allowed IPs** | IP addresses permitted to access the link | ### Edit a shared link Click the three-dot menu on the shared link and select `Edit`. Update any of the following fields: * **Pages to share** -- Select which dashboard pages are included in the link. * **Link Title** -- Update the display name for the shared link. * **Refresh Rate** -- Change how frequently the shared view refreshes. * **Allowed IPs** -- Restrict access to specific IP addresses. Click `Save` to apply the updated settings. Changing the `Allowed IPs` field requires dashboard ownership. Contact the dashboard owner if you need to modify IP restrictions. ### Delete a shared link Click the three-dot menu on the shared link and select `Delete`. This revokes access for anyone using the link. ## Scheduled reports The `Scheduled Reports` tab lists all active and paused report schedules across your dashboards. Use the search bar and `Enabled`/`Disabled` filters to find specific reports. Settings page Scheduled Reports tab showing a table with Name, Building Name, Frequency, Dashboard, End Date, and Status columns listing four reports including Weekly Report Summary, 1350 Weekly Smart Building Report, OSS Report Summary, and Kode Labs Test with enabled status toggles Select one or more reports using the checkboxes to access bulk actions. Select `Delete` to remove the selected schedules. Scheduled Reports tab with two reports selected showing checkboxes, Building Name column visible, and Cancel and Delete buttons at the bottom ### Edit a scheduled report Select the three-dot menu on any report and select `Edit`. You can modify the report name, included pages, frequency, repeat interval, recipients, and other schedule settings. ### Delete a scheduled report Select the three-dot menu on the report and select `Delete`. This permanently removes the schedule and stops all future deliveries. ## Custom color palettes Organization-level color palettes are managed from the `Color Palettes` tab. Create reusable palettes for branding, themes, or visualization contexts and apply them across all Building BI dashboards in your portfolio. See [color tools](/products/building-bi/reference/color-tools) and [dashboard styling principles](/products/building-bi/widget-customization#styling-best-practices) for selection and usage guidance. Centralized palettes reduce ad-hoc color choices and help teams maintain a consistent visual identity across charts, backgrounds, markers, and other widget elements. Settings page Color Palettes tab showing Active and Archived filters, Import button, New Palette button, and two palette cards: Asset Ops Colours with multiple color swatches and Asset Ops Team Colours with five color swatches Use the `Active`/`Archived` toggle to filter palettes by status. Select `Import` to upload a previously exported palette, or select `+ New Palette` to create one. ### Create a palette Select `+ New Palette` and configure the palette details. Create Palette dialog showing Name field set to Dark Theme, Description field, Palette Colors section with Add a Color button, and two color entries Color 1 in black and Color 2 in dark red with drag handles and remove buttons | Field | Description | | ---------------- | --------------------------------------------------------------------------------------------------------- | | `Name` | Display name for the palette | | `Description` | Optional description of the palette purpose | | `Palette Colors` | List of colors in the palette. Select `+ Add a Color` to add entries. Drag the handles to reorder colors. | Select `Create` to save the palette. ### Manage a palette Select the three-dot menu on a palette card to access management actions. Color palette card three-dot menu showing Edit, Duplicate, Export, and Archive options for the Asset Ops Colours palette | Action | Description | | ----------- | ------------------------------------------------ | | `Edit` | Modify the palette name, description, or colors | | `Duplicate` | Create a copy of the palette | | `Export` | Download the palette for use in other portfolios | | `Archive` | Move the palette to the archived list | Color palettes created here appear as options in the `Colors` section of any widget style configuration. Unlike the predefined color schemes provided by KODE Labs, custom palettes are designed and maintained by your organization. ## Templates The `Templates` page is accessible from the bottom of the left navigation panel. See [Templates](/products/building-bi/templates) for full documentation on saving, importing, exporting, and applying templates. ## Related reading For export and schedule workflows, see [PDF exports and scheduled reports](/products/building-bi/pdf-exports). For field-level details, see [Shared Links and Scheduled Reports](/products/building-bi/reference/shared-links-scheduled-reports). For who can share or schedule, see [How Building BI permissions work](/products/building-bi/concepts/how-permissions-work). Style widgets, apply defaults, manage palettes, and add graphics. Match chart types to the question you need to answer. Look up Setup requirements for every widget type. Configure series colors, gradients, and palettes. ## Next steps Create and configure interactive dashboards with charts, tables, and widgets. Export dashboards as PDF files and schedule automated reports.