— Share Dashboards

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About Sharing Status

Dashboard sharing empowers you to focus Users and Groups on the insights that matter.

A quick look at the Share button will tell you if your Dashboard is:

• Private → The Dashboard is not shared — only you can see it!

  

• Shared → Displays the number of Groups and Users you've shared the Dashboard with → ex. 7

  

Share Dashboards

There are three steps:

1. Start Sharing
2. Set the Permission Level
3. Stop Sharing

1. Start Sharing

There are two options for sharing; click the Share button → or pick Share Dashboard from the Edit menu.

Share Dashboards with Groups and Users — just as you'd share Chats and Forms:

• A. Groups → share a Dashboard with Groups → ex. Magic Moments, Hospitality, Command Center, etc.
• B. Users → share a Dashboard with individual Users → ex. Alpha, Austin, Beta, etc.

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2. Set the Permission Level

There are four permission levels to select from:

• Owner → has full access to view, update, share, and delete their Dashboard
• Access Managers → can view and share a Dashboard with others
• Viewers → can only view a Dashboard
• Custom → refines access with custom permissions
  • Read Custom Access for more details

Every Dashboard needs an Owner

• As you create a Dashboard, you'll automatically be its Owner → ex. 'Karl'

  

• You can reassign Ownership → and Multiple Owners are allowed

  

  • Warning: If you try and Delete the last Owner, you'll be stopped cold when you try to Save!
    • Assign a new Owner to continue

  

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3. Stop Sharing Dashboards

1. Open a Dashboard:

   • Click the Share button, or
   • Click Ellipsis (. . .) and pick Share Dashboard

   

2. Click X to remove an Individual or a Group altogether

   

3. Click Save Changes

about restricting Dashboards

• You may want to restrict Sharing to specific Users and Groups for a couple of reasons:

  • Some Records may be confidential
    • For example, the Security or Risk Teams may wish to shield their Dashboards from the Hospitality or Maintenance staff.
  • Other teams simply may be inundated with records from other teams that do not directly concern them!
    • For example, the Guest Services team may not want to weed through all of the Patrol or Maintenance Dashboards, and vice versa.

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Custom Access

If you are an Owner, be careful with the permissions you allow. Let's look at each. (The number of '!' marks estimates the risk):

• View → Allows users to View the assigned Dashboard!
• Share → Allows individual Users or Group-based Team Members to share a Dashboard!!
• Edit → Permits the editing, additions, and deletions of the Widgets that drive a Dashboard!!!
• Delete → Permits the individual to remove a Dashboard!!!!

1. Open a Dashboard:

   • Click the Share Dashboard button, or
   • Click Ellipsis (. . .) and pick Share Dashboard

   

2. Select Custom for any User or Group → ex. Sierra

   

3. Check (or uncheck) the permissions you wish to set (or remove) → ex. Share & Edit

4. Click Save Changes

   

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