ChartHop for Administrators
Dashboards

Sharing a dashboard

You can share your dashboards with relevant parties.

To share your dashboard:

  1. Select on the + icon at the top right corner of the page.
  2. Type in the name(s) of the people you wish to share the dashboard with.
  3. Set an access level per person.
    • Owner - access to view, edit, and share the dashboard
    • Edit - access to view and edit the dashboard (cannot delete or clone)
    • View - can only view the dashboard.
  4. If you wish to make the dashboard accessible to Org members from the dashboards list page, update the Dashboard sharing field to reflect the desired level of access.
    • Private - the dashboard will only be shared with the named individuals above.
    • Highly sensitive - the dashboard will only be shared with the named individuals above and Org members with highly sensitive access.
    • Org public - the dashboard will be available to all Org members.
  5. Set the Data sharing field.
    • Normal - Org members who view this dashboard will only see the underlying data that they have access to.
    • Full - Org members who view this dashboard will see all of the same data that the creator of the dashboard can see.
  6. Remove a person from this list to stop sharing this dashboard with them.
  7. Select Done to share the dashboard.




Updated 19 Dec 2023
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