Share dashboards with other users

Sharing dashboards is a great way to keep your team in the loop and encourage collaborative discussion. By creating and sharing a central dashboard, you can provide your team with the information they need while still maintaining control. Adobe recommends that you grant Edit rights to a select few to minimize accidental changes.

If the dashboard you are sharing contains reports built with metrics that a specific user does not have access to, the reports display an Error Loading Data message. If you want the data to appear to the specific user, an admin user must grant access to all metrics used in those reports.

Share a dashboard

  1. Click Share Dashboard at the top of the screen.

    A list of all users in your Commerce Intelligence account will display.

  2. To select a user to share the dashboard with, check the box to the left of their name.

    To select/deselect all users, click Select and select Everyone or None, respectively.

  3. Permissions can be set on a user-by-user basis or en masse.

    To set individual permissions, click None to the right of the user’s name. From this dropdown, select the type of permissions the user should have.

    To set permissions en masse, click Set Permissions. From this dropdown, select the type of permissions the selected users should have.

    note note
    You can also use this feature to update previously set permissions. For example, if you want to stop sharing the dashboard with someone, set their permissions to None.
  4. To share the dashboard, click Save Changes. The selected user(s) will receive an email inviting them to view the dashboard.


share dashboard