Share a Dashboard

Admin and Analysts user roles can see all dashboards that are created in Employee Cycle. Viewer user roles will be unable to see dashboards unless they are shared with them. To share a dashboard with a viewer:

1. Access the dashboard you would like to share by clicking on your dashboard module.
2. From there, click on the dashboard you would like to share to open it. 
3. In the upper right corner of the dashboard, click on the three dots dropdown > invite viewers.

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4. From there, a page will come up, allowing you to input the email address of the person you would like to share the dashboard with. You can add multiple email addresses by clicking “Add More.”

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5. By default, users will be given “Viewer” access level.
   1. This means they will see the same metrics on the dashboard that you can see. They cannot add or adjust filters, but they can alter the date range.
   2. If you want a user to see the row data (i.e. the data points that are tied to individual employees), click the check box next to “Allow view row data.”

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6. If you need to remove an email address you entered, click the “X” to the right of the email address.

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7. Once you have entered all of the information, click on “Invite Viewers” to send an invitation to the listed email(s) to access the dashboard. 

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8. Please note that “Viewer” access level will not allow for sharing. Admin or analyst access levels are needed for this permission.