Share Your Custom Dashboard

Once you have created your own custom dashboards, you can share them with your team. (To learn more about how to add editors to a dashboard, read this article.)

NOTE: Only Full Access user types can create and share custom dashboards, but all user types can receive those dashboards.

How to share your custom dashboard

1.   Navigate to the Dashboard drop down menu in the upper left corner, then then choose which custom dashboard you wish to share.

Create Dashboard.png

2.   Select the 'Edit Dashboard Details' button (the pencil and paper icon) in the upper right hand corner of your screen.

Custom Dashboard Icons.png

3.   The edit screen will appear. You can share your dashboard with as many team members as you'd like.

In the example below, we're sharing the Dashboard with Alice Adams and Ed Arnold.

New_Dashboard_Member_Editor.PNG

4.   Click 'Save' to share.

 

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