Dashboard View Sharing (with non-Roadmap users)
Shared Dashboard views are a convenient way to give non-Roadmap users access to targeted, real-time data. For example, create a different view for each client (filter by client name in project universe) and then share the URL. Clients do not need a Roadmap login, nor can they navigate to other app pages.
Share Dashboard View
- Go to Dashboard Tab
and select the view you want to share
- Click gear (A) to go to View Edit page
- Copy sharing URL (B)
- Optionally regenerate sharing URL (C)
Shared View
- Shared views do not display Roadmap navigation tabs or buttons (D)
- User can interact with widgets normally
- User cannot add, edit, move or delete widgets