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How to share the Contify dashboard with other users?
How to share the Contify dashboard with other users?

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

Contify Marketing avatar
Written by Contify Marketing
Updated over a year ago

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

Step 1: Log in to the Contify Platform

To share a dashboard on 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 its page

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

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

After selecting the dashboard and its page, you need to give permission to the person 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 dashboard but not make any changes to it. Edit access, on the other hand, allows the recipient to make changes to the dashboard.

Step 4: Select the person with whom you want to share the dashboard

After selecting the permission, select the person you want to share the dashboard with. You can enter their email address in the "Share with" field.

Step 5: Notify the Recipient

If you want to notify the recipient 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 Dashboard

Finally, click on the "Save" button to share the dashboard with the selected person.

That's it! The person you shared the dashboard with will now be able to view or edit it, depending on the permission you granted.

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