To copy a dashboard from your RiskWise account for other users to view in their own accounts, please click the “*New* Dashboard” tab and then locate the dashboard name which you would like to share. Click the icon under the “Share” column, you can then rename the dashboard if required and then under the drop-down menu “Share Type”, you can choose whether to share the dashboard as “Read Only” or “Copy dashboard”. This option will allow you to edit and filter down graphs and data within this dashboard. When you edit an existing dashboard, you will have the option to save a new version or over write an existing dashboard.
You will need to select the user level of yourself and any other user levels which you wish to copy the dashboards. You can filter down to only copy the dashboard to only yourself or certain users by clicking onto the small green plus icon to the right of each user levels name.
You can then tick user’s names who you wish to share the dashboards with before clicking “Save”, this will copy the dashboard to the relevant users RiskWise accounts.
The users you selected will then be able to view these dashboards when they next log into RiskWise.
Article is closed for comments.