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Dashboards

Creating Shared or Company Dashboards

You can create shared and company dashboards when you want to edit and manage access for dashboards that can be shared across groups of users or the entire company. For example, you could set up a shared dashboard for all Tracker Coordinators that only they can see, or a dashboard that's available to all users in your company and add to it charts that are relevant to all users.

Create a Shared Dashboard

  1. Select
    Home > Shared & Company Dashboard
    from the left navigation.
  2. On the toolbar, click
    Create dashboard
    .
  3. In the
    Dashboard Type
    select
    Shared
    .
  4. In the
    Dashboard Title
     field, enter a name for the dashboard you are creating.
  5. In the
    Dashboard Description
     field, type a short description of the dashboard.
  6. Click anywhere in the
    Shared Users
    field and select the group of users that will have access to the dashboard.
  7. Click
    Next
    .
  8. Add charts to the dashboard in the same way that you would to your own.

Create a Company Dashboard

  1. Select
    Home > Shared & Company Dashboard
    from the left navigation.
  2. On the toolbar, click
    Create dashboard
    .
  3. In the
    Dashboard Type
    select
    Company
    .
  4. In the
    Dashboard Title
     field, enter a name for the dashboard you are creating.
  5. In the
    Dashboard Description
     field, type a short description of the dashboard.
  6. Click
    Next
    .
  7. Add charts to the dashboard in the same way that you would to your own.

This article applies to:

  • Product: Legal Tracker
  • Subject: Dashboards
  • Audiences: Company