Dashboards: Share Dashboards

Dashboard Overview

Dashboards are a powerful tool used to consolidate Kizen data insights. Dashlets can be organized into a separate dashboards for specific roles or reporting purposes.

Create your own personalized Dashboard or share a Dashboard with other Team Members.

Share a Dashboard

1. Click on Dashboard
2. Click on Dashboard name or dropdown arrow
3. Click on Edit Dashboard
4. Click the ... under Actions for the dashboard you would like to share access to 
5. Click Edit 
6. Select the desired Sharing Settings
   • Hint: "All Team Members" will share the selected access level with every user in your account. "Specific Roles" will share the selected access level with every user associated with the chosen role. "Specific Team Members" will share the selected access level with only the users selected.
7. Click Save                     

Request Dashboard Access

1. Click on Dashboard
2. Click on Dashboard name or dropdown arrow
3. Click on Edit Dashboard
4. Click on Dashboard Access Requests
5. Click the ... under Actions for the dashboard you would like to request access to
6. Click Request Access
7. Select the dashboard admin you are requesting access from
8. Select the Access Level for your request
9. Click Save                                                                     
10. The Dashboard Admin will receive an email to Grant
11. or Deny the access