Share Resources
If you see the Private button, only you can see the Resource!
How to Share Resources → Index
Each Resource is shared in a similar way — but there are nuances. Check out these articles for specific details:
- Share Dashboards
- Share Forms
- Share DMs and Group Chat Channels
- Share Inbox
- Create Groups of Shared Resources
Share a Dashboard with its Forms!
- With Dashboards, sharing is a two-step process:
- Share the Dashboards
- Share any Forms that populate the Dashboard
In this example, a Dashboard is being shared with the Guest Services team, but unless you want your Users to see a blank wall of Dashboard Widgets, you'll need to Share any Form that creates the Records populating the Widgets.
Troubleshoot Sharing in your Org Resources
Learn how to manage your Organization's Users, Groups, Roles, and Resources in our Org Resource Sharing article.