We're excited to announce this latest feature which allows our users to seamlessly share and collaborate on dashboards, ensuring consistent data managed by the right people.
What are the benefits?
Empowered sharing - View-Only Dashboards empower your team by making it easy to share and distribute real-time insights across your organization. This feature ensures that everyone has access to the latest data without risk or concern about alterations to the original dashboard settings. Whether you're distributing dashboards to specific teams or across the entire company, this secure sharing capability keeps everyone informed and aligned with the most up-to-date information.
Flexibility and control - This addition allows you to retain full control over your data sharing. Dashboard owners can easily revoke access, transfer ownership, and allow recipients to create alerts, reports, and digests. Users can also duplicate dashboards for permanent changes if needed. This flexibility ensures that your team can adapt to evolving needs, enhancing productivity, and decision-making while maintaining the integrity of the original data.
How does it work?
View-Only Dashboards is now available to all users and can be accessed from any dashboard. It can be accessed from the Share button in the top toolbar. All data, widgets, and selection choices such as date ranges from the dashboard will be captured from the moment this is clicked.
Dashboard owners can select specific team members or all current members to share a dashboard with. Shared dashboards automatically update to reflect the latest changes made by the owner, ensuring recipients always have access to the most current data.
Owners retain full control over shared dashboards, with the ability to revoke access or transfer ownership to another team member. Recipients can view dashboards and make minor, non-persistent changes, such as adjusting time ranges and sorting metrics. These changes revert to the owner’s settings upon reload, maintaining the integrity of the original dashboard. Recipients cannot add or remove widgets or alter core search parameters.
Recipients can create personalized alerts, reports, and digests based on shared dashboards without affecting the original settings. However, these will be lost if the owner revokes access or deletes the dashboard. Team Searches will be delinked, becoming personal, private copies for each user that do not auto-update with owner changes. Shared dashboards are easily accessible under the 'Shared with You' group on the recipient’s homepage, ensuring efficient organization and access.
Questions and answers
Q: Can recipients make changes to shared dashboards?
Yes, recipients can make minor changes such as adjusting time ranges and sorting metrics. However, these changes revert to the owner’s settings upon reload.
Q: Can I revoke access to a shared dashboard?
Yes, dashboard owners retain full control and can revoke access or transfer ownership to another team member.
Q: Will recipients' alerts, reports, and digests be affected if access is revoked?
Yes, any personalized alerts, reports, and digests created by recipients based on the shared dashboards will be lost if access is revoked or the dashboard is deleted.
Q: How can recipients access shared dashboards?
Shared dashboards are accessible under the 'Shared with You' group on the recipient’s homepage.
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