Create custom dashboards designed to fit your workflow. With private dashboards, you can focus exclusively on the metrics and accounts that are most important to you, streamlining your insights and saving time.
Shared dashboards, on the other hand, allow you to collaborate effortlessly with your team, ensuring everyone stays aligned with the same key data and goals. Whether you're working solo or managing a group, custom dashboards make it easier to track what matters most.
How Do I Make My Dashboard Private or Share with My Team?
In the "Tables" tab of your dashboard, click the dropdown menu that has the dashboard titles, then choose "Manage My Dashboards."
A side popup screen will appear, providing an overview of your dashboard's history, permissions, and editing options. Here, you can view and manage all aspects of your dashboards. By default, each dashboard is set to private, ensuring only you have access.
To share it with your team, click "Share with Team" and select the specific accounts or team members you wish to share the dashboard with.
