✔ Available
on Deliver, Grow,
and Scale subscriptions 1
Within Teamwork.com, you can share
individual dashboards with other users on
your
site.
Feature
limits
| Teamwork.com
plan | Number
of shared
dashboards (total for your Teamwork.com site) |
|---|---|
| Deliver (& Pro) | 1 |
| Grow (& Premium) | 3 |
| Scale (&
Enterprise) | Unlimited |
| Teamwork.com
plan | Number
of shared
dashboards (total for your Teamwork.com site) |
|---|---|
| Deliver (& Pro) | 1 |
| Grow (& Premium) | 3 |
| Scale (&
Enterprise) | Unlimited |
Share a
dashboard
Dashboards can be shared with
individual standard users, companies,
and
teams.
In the Home area of your
site, select the Dashboards tab
from the horizontal navigation
menu.
To
create a new dashboard, select
the Add
Dashboard button
when viewing the Dashboards
overview or an
existing
dashboard. To
edit an existing dashboard,
click
the Edit button in the top
right when
viewing the individual
dashboard.
In the Add/Edit Dashboard
modal, go to the Share tab
to
select users the dashboard should be
shared
with.
In the Share tab, you
can choose to
share the dashboard with
individual
users or
companies, use the checkboxes to
the
left of
the relevant people. You can also
go
to the
Teams tab and share the dashboard
with
specific teams.
Note: Dashboards
cannot
be shared with collaborators as
they
do not
have permission to access to the
feature.
You can use the search field at the
top of the Share tab to find specific
people.
Once you have selected the relevant
users to share with,
click Add/Update
Dashboard.
To remove individuals or companies
from a shared dashboard, edit the
dashboard
and uncheck the users you no longer
wish to
have access to the dashboard.
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.