Helpful Hints Newsletter #4 - Share a Dashboard
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Modified on: Mon, 11 Sep, 2017 at 4:26 PM
Helpful Hints Newsletter
April 28, 2017
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Share a Dashboard with a Colleague
Once you've set up dashboards, you can easily share your reports with colleagues within the Beacon Dashboard. Sharing a dashboard with a coworker makes the cards and settings you've configured available for their view.
To share a dashboard, start by clicking on the Share icon on a particular dashboard.
In the To: text box, type the name of the person you would like to share the information with. Select the user, and click "Share Dashboard".
The user will receive an email notification that you've shared a dashboard with them.
You can also share a dashboard with a circle of users. Circles allow you to share information with multiple users at a time. You can manage and create circles by clicking on your name or profile icon in the top header of Beacon. From your User Settings, click "Manage Circles". From the "Manage Circles" page, you can view your existing circles and create new ones.
Please note, Beacon dashboards can only be shared with other licensed Beacon users at your organization. Users with whom you share a dashboard will only see information pertaining to their access privileges.
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