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How to share the Contify dashboard's workspaces with other users?
How to share the Contify dashboard's workspaces with other users?

Sharing workspaces in Contify's dashboards enhances collaboration by allowing real-time access of data across the team.

Contify Marketing avatar
Written by Contify Marketing
Updated over 3 weeks ago

Sharing a Contify dashboard's workspace is a simple and easy process. Follow the below steps to share your Contify dashboard's workspace with others:

Step 1: Log in to the Contify Platform

To share a workspace in Contify, you first need to log in to your Contify account. If you don't have an account, you can create one by signing up on the Contify website.

Step 2: Select the Dashboard and navigate to the workspace you want to share

Once you have created the dashboard, select the specific dashboard and its workspace that you want to share with others.

Step 3: Give Permissions like 'View Access' & 'Edit Access'

After selecting the workspace, you need to give permission to the people you want to share the dashboard with. There are two types of permissions you can give: view access and edit access.

View access allows the recipient to only view the workspace but not make any changes to it. Edit access, on the other hand, allows the recipient to make changes to the workspace.

Step 4: Select the people with whom you want to share the workspace

After selecting the permissions, select the people you want to share the workspace with. You can enter their email address in the "Share with" field.

Step 5: Notify the Recipients

If you want to notify the recipients that you have shared the dashboard with them, switch on the button for "Notify recipient". This will send an email notification to the recipient with a link to the shared dashboard.

Step 6: Share the workspace

Finally, click on the "Save" button to share the workspace with selected people.

That's it! all the people with whom you have shared the workspace will now be able to view or edit it, depending on the permissions given to them.

Please refer the following video tutorial for the steps to share a dashboard workspace in Contify platform

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