Any given dashboard can be shared with one or more User Groups, such that all users within those groups can view it.
Please note that User Groups must first have been configured by your administrator.
Which areas of the organization network/hierarchy a given user can view within a shared dashboard and whether they can make any changes to that dashboard will depend on the user’s outlet access permissions and user role respectively.
How do I know if a dashboard is currently shared?
Shared dashboards are indicated by the following icon:
Dashboards that are not shared are referred to as Private and are indicated by the following icon:
Sharing a dashboard
Select the “More” menu icon shown below on the dashboard itself (or beneath the dashboard in the Dashboard Library) then select “Share”
In the dropdown menu, select any User Groups that you would like to share with.
When you have finished selecting User Groups, select “Share”
All user groups you have shared with will be displayed as a list within the share modal and all users in those groups will immediately have access to this dashboard in their Dashboard Library.
You can return here at any time to change or remove sharing.