Sharing a Dashboard (Enterprise)

Custom dashboards can be shared to all users in your organization or with the users of the current entity. This allows you to conveniently share a birds-eye view of your KPI to the other Dashboard users. Sharing a dashboard automatically replicates the dashboard to all of your Cloudyn entities/customers.  Changes to the shared dashboard are automatically updated.

To share a dashboard with all users including sub entities:

  1. From the Dashboard home page, click Edit.
  2. Click Share and then select Public.
  3. The Global Public Dashboard confirmation box is displayed.
  4. Click Yes to set the dashboard as a global public dashboard. 

To share a dashboard with all users of a current entity:

  1. From the Dashboard home page, click Edit.
  2. Click Share and then select My Entity.
  3. Click Yes to set the dashboard as a public dashboard.