How to share your Boardly dashboard with your entire company
Steps to share your dashboard with the entire company
- On your dashboard, click the "Share" button.
- In the modal window that opens, locate the "General Access" section.
- In the "General Access" section, change the option from "Restricted" to "Company".
- The change takes effect immediately. Your dashboard is now shared with the entire company.
- Then choose the role to assign to the entire company: Reader or Editor (see "Sharing Roles" section below for details).
Sharing Roles
When sharing your dashboard with the company, you can choose between two roles:
Reader
- Can view dashboard data
- Cannot modify anything
- Cannot access the list of other people the dashboard is shared with
Editor
- Can edit columns
- Can edit filters
- Can view and edit sharing settings
- Can edit data source
- Cannot change dashboard owner
- Cannot delete the dashboard
- Cannot remove the dashboard owner
Tip
Think carefully before sharing your dashboard with the entire company. Make sure the data is appropriate for broad access and choose the role that best suits your collaboration and security needs.
Important Note
Company sharing gives access to everyone with an email address in your company's domain. Make sure this is what you want before proceeding.