ChartHop for Administrators
Dashboards
Sharing a dashboard
You can share your dashboards with relevant parties.
To share your dashboard:
- Select on the + icon at the top right corner of the page.
- Type in the name(s) of the people you wish to share the dashboard with.
- 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.
- 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.
- 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.
- Remove a person from this list to stop sharing this dashboard with them.
- Select Done to share the dashboard.
Updated 19 Dec 2023
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