https://support.tethr.com/hc/en-us/categories/115001966807-Dashboards Dashboards
https://support.tethr.com/hc/en-us/sections/115003408647-Manage-dashboards Manage 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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Overview:

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.
    navigate-my-dashboards.png
  2. Select the dashboard you want to share.
    navigate-dashboard.png
  3. Click on the Share button.
    sharing-dashboard-1-button.png
  4. Scroll or type the recipient’s name in the Search field. Select the recipient once you see their name in the results list.
    sharing-dashboard-2-name-selector.png
  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.
    sharing-dashboard-3-permissions.png
  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.
    sharing-dashboard-5-reports-options.png
  7. Once you have selected all the recipients and permissions, click the Share button.

What's next?