Manage shared dashboards
- As an administrator, you can assign an employee to view another employee's dashboard.
- You can also manage shared dashboards: cancel, extend, and so on.
- As an administrator, you don't have this ability by default. Shared dashboard privileges must be assigned to a team you are on.
- From the navigation bar, click Administration.
- From the Administration page, click Manage Shared Dashboards.
- Search and select the employee who is going to share their dashboard.
- Click Add a share.
- On the Share Dashboard page, select the "share with" employee.
- Select an active date range.
- Select a forward notification option.
- For the Only share notifications to the employee the dashboard is shared with option, make a selection.
- (Optional) Choose to limit tasks by category.
- Click Submit.
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