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After setting up your custom dashboard, you can share it with others so that they can see your customized view.
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Select the custom dashboard that you want to share with someone else in the app.
Select the Share dashboard link.
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Copy the link to your clipboard.
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Send the dashboard link out to others.
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Your dashboard will be visible to remote viewers by following the shared URL that you’ve given them. |
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Sharing custom dashboard views in this manner is read-only; viewers will not be able to make any changes.
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As new data points come in, all viewers will see the latest information displayed.
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Share dashboard with specific person
To share the dashboard with a specific person, add that person in the share dialog. You can choose any existing contact who has already been added to the account or you can add a new person by entering in their email.
💡 After adding a contact, that person will see the shared dashboard in their side menu after logging into their account.
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Contacts who already have accounts will see the dashboard in their view once they refresh. Contacts who did not already have an account will receive an email with a link where they can finish creating their account and will be taken automatically to view the new dashboard. |
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Share globally (access through URL)
You can share your dashboard globally by generating a Link.
💡 To access a share dashboard using the Link, users must open the URL in their browser. This will give them a read-only view that will update as new data comes in.
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Your dashboard will be visible to remote viewers by following the shared URL that you’ve given them. |