[NEW] Sharing Dashboards

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In this article you are going to learn how to share a Dashboard.

There are 2 different options to share your dashboards:

 

Share dashboards via link

To share a dashboard, this should be created beforehand. Learn how to create a Dashboard here.

Get the link

Once the dashboard is created, you can get the link to share it in the top right menu of the dashboard --> Dashboard link.

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Anyone with that link will be able to access your Dashboard without logging into the platform.
Note: the possibility to obtain the "Dashboard Link" will only be available on accounts with PRO or higher licences, but not on Starter and One licences.

Visualise your dashboards in a tablet / mobile phone

The new dashboards are very responsive, so you can visualise and interact with the dashboard's widgets from your tablet or mobile phone very easily.

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You can also create a direct link to any of your dashboards from the desktop of your tablet or your mobile phone. Consult the manufacturer of your model to learn how to do this.

 

Share dashboards inside the platform, with profiles of users

To share a dashboard, this should be created beforehand. Learn how to create a Dashboard here.

To share it with a profile of users, the profile of users should also be created beforehand. Learn how to create a profile of users here.

Once the dashboard and the profiles of users have been created, you can share your dashboard following the next steps:

1. Go to your dashboards management, and click on share dashboard:

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2. In the floating box, select the profiles you want to share your dashboard with

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3. In case you want to remove any, you can remove access also from here

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4. If you want to share your dashboard with any user that might get inside your account, you can make the dashboard public. This option, will make the dashboard public for all type of users.

5. Once you have shared your dashboard with the profile that you desire, just click on save and in the Dashboards management screen you will see the Accesses for each of your dashboards:

 

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