Sharing a Dashboard

Sharing a Dashboard

Purpose

  1. To demonstrate how to share a Dashboard in the Dashboards Module. 

Related Articles


Video




Instructions




1. Navigate to the Dashboards Module. You can select either Dashboards or Dashboard List to find the Add Dashboard button. For more information, please refer to the article Creating a Dashboard.


Navigate to the Dashboards Module. You can select either Dashboards or Dashboard List to find the Add Dashboard button. For more information, please refer to the article Creating a Dashboard.



2. Click on Add Dashboard.


Click on Add Dashboard.



3. Enter a Name for your Dashboard.


Enter a Name for your Dashboard.



4. Enter a Description for your Dashboard.


Enter a Description for your Dashboard.



5. Select the radial button next to the Sharing settings you would like to use.

  1. Only Me - only you will see this Dashboard in your list when you login.
  2. Everyone - Everyone with permission to access the Dashboards module will be able to see this Dashboard.
  3. Selected Users - a field will open to select one or more people in your agency to share this Dashboard with.

Note: They must have permission to use the Dashboards module turned on.






6. Check the box next to "Allow other users to apply changes to this dashboard" if you want any of the users you have shared this dashboard with to be able to have editing permissions. If it is not checked, they can clone the Dashboard and make their changes to the clone.












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