Creating & sharing a custom dashboard
- Brent Meriwether (Unlicensed)
Custom dashboards allows you to create a fully customized view of your devices and data. You get to control which devices are included, which data is displayed and even how the data gets displayed. Later after setting things up the way you want, you can even share your view with others.
Overview of creating & sharing custom dashboards
How to share Custom Dashboard with others
After setting up your custom dashboard, you can share it with others so that they can see your customized view.
Select the custom dashboard that you want to share with someone else in the app.
Select the Share dashboard link.
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.
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.
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.
Your dashboard will be visible to remote viewers by following the shared URL that you’ve given them.