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WebbyTech

Shared Dashboards

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Simple question, can we share Dashboards?

We have a dashboard that we would like to share with other users.

Thanks

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As of now, dashboard access rights are made in a way, that dashboards consist from reports. All report templates are by default located in "object group" all. You can either give customers / users access to a specific object group, or ideally move them to group "shared" where you move all of the report templates that are used in dashboard, and create a combined permission sets, one for reports / dashboards in group "shared" and one for needed functionality with regards to the user access.

If all of the users have the same access, they will be able to build the same dashboards.   

In upcoming version 7.1 we will allow option to set a dashboard as "default", meaning that every new user will start with such dashboard setup (if he has access to the object group where the reports used on dashboard are located). 

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