Share dashboards through email. Because recipients don’t need to be Tethr users, this enables you to share and scale Tethr insights across your organization.
Required: To allow users to share dashboards as emails, a Tethr account admin must configure external sharing options, then edit the user's profile to assign the Email dashboards role.
Share a dashboard via email
Open the dashboard you'd like to share, then click the email dashboard icon.
Tip: Make sure you open the original dashboard. Emails can not be scheduled for dashboards opened through a folder or accessed with view-only permissions.
Elements of the email dashboard page
- Preview what recipients will receive and ensure report readability.
- Add recipients. Recipients do not need to be Tethr users, but there may be restrictions on who can receive dashboard emails. These restrictions are configured by a Tethr account admin in the external sharing options.
- Add filters to limit recipients view. Recipients' view will match what is shown in the preview.
- Send this dashboard as an email.