How to share your Boardly dashboard with individuals
Steps to share your dashboard
- On your dashboard, click the "Share" button.
- In the modal window that opens, enter the email address of the person you want to share with.
- As you type the email, a suggestion for the person should appear. Click on this suggestion.
- You can repeat this process to add other email addresses if you want to share with multiple people.
- Choose the role you want to assign to these people (see "Sharing Roles" section below for details).
- Click the "Share" button to finalize sharing your dashboard.
Sharing Roles
When sharing your dashboard, 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
Make sure to choose the appropriate role for each person based on their need to access and modify the dashboard. You can always modify these permissions later if needed.