Sharing Dashboards with Your Team

Dashboards in Contify can be shared with team members to improve collaboration, align stakeholders, and ensure relevant intelligence is accessible across teams.

You can share dashboards with individual users or groups and control whether they can only view the dashboard or also make edits.

To share a dashboard:

Depending on your access level, you may be able to:

Navigate to the Dashboard module and open the dashboard you want to share.

Click the Share option available on the dashboard.

This will open the Share Dashboard panel.

In the search field, type the name or email of the user or group you want to share the dashboard with.

Select the relevant user from the dropdown.

Choose the appropriate permission level for the user.

Users can:

Users cannot:

Users can:

Choose access carefully based on the level of collaboration required.

You can also share a dashboard broadly across your organization.

Enable the Share with everyone option to grant organization-wide access.

You can define whether organization-wide users should have:

This is useful for:

Notify Users via Email

When sharing a dashboard, you can optionally notify users through email.

Enable Notify users via email to send a notification informing users that a dashboard has been shared with them. This helps ensure faster adoption and visibility.

Dashboard access can be updated at any time.

To modify permissions:

To remove access:

Changes are applied immediately.