Dashboards Sharing dashboards

Sharing a dashboard

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
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Easily share a dashboard with others and set appropriate sharing permissions.

Share a dashboard:

  1. Click on the My dashboards option in the Insights menu.
  2. Select the dashboard you want to share.
  3. Click on the Share button.
  4. Scroll or type the recipient’s name in the Search field. Select the recipient once you see their name in the results list.
  5. Optional: In the pop-up that appears, you may adjust the recipient’s permissions with the drop-down to the right of the Search field.

    Important Note: The View only and Organizer permissions will apply to all recipients being added in this instance. Organizers can make changes to dashboards while view only recipients cannot.
  6. Optional: If you'd like to give edit rights to reports on this dashboard, click the link. Then choose which report(s) to grant edit rights.
  7. Once you have selected all the recipients and permissions, click the Share button.

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