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Share your dashboards

Customize and share your dashboards for others to view!


Share dashboard

Create and share a dashboard view with your team to keep everyone on the same page.

To do this, select the dashboard you'd like to share.

Outstanding balance dashboard tab

For help, learn more about customizing your dashboards.

 

On the right side, click the Share Dashboard icon.

Share dashboard icon

 

Use the checkboxes to select users to share it with and click save.

Share dashboard user list

Shared dashboards will be a read-only view to other users; only the creator can edit it.

 

The dashboard will then appear in the user(s) view.

Dashboard tab with the name "Jessie Goggans's Outstanding balance Dashboard"

 

 

Additional notes

If a user deletes it from their view, the creator of that dashboard will receive an email notification.

If the dashboard's creator deletes it, it will be deleted for all shared users.

     

    Need more information?

    Need help? Email us at support@passare.com or call 1-800-692-5111.