Share dashboards

You can share your private dashboard with other users of Infront Investment Manager. To do this, follow these steps:

1. Open the private dashboard from Dashboard Explorer.

2. 

   Click the "Share dashboard" icon in the dashboard bar.
   

   

3. Next, enter the users that you want to share your dashboard with. In the upper input field, enter the user name and select the corresponding user from the results list that appears.
4. In the "Notification" text field, you can enter a message to the recipient.
5. Click the "Share" button to share the dashboard with the selected user.
   The other user receives a message that appears in the lower part of the browser whether he or she wants to accept, directly open or decline the shared dashboard.
   

   

   
   

   If the user accepts the dashboard, then he or she can open or edit it using the Dashboard Explorer. All shared dashboards can be found in the "Shared dashboards" folder of the Dashboard Explorer.

You can manage shared dashboards directly from the upper dashboard bar:

1. Open a (private) shared dashboard.
   

   

   
   In the dashboard bar of shared dashboards, a corresponding information is shown ("This dashboard is shared").
2. To manage the access permissions, click the "Manage" button.
   In the "Manage dashboard access" dialogue window that appears, you see the users that have access to the currently open dashboard. You also can see if the user has already accepted the dashboard you want to share.
   To stop sharing a dashboard, select the corresponding checkbox, and then click the "Stop sharing" button.
3. To add another user, select the "Share with..." button, and then enter the corresponding user name.
   The changed access applies immediately, that is, the corresponding user can open the shared dashboards right away from the Dashboard Explorer in the "Shared dashboards" folder.

Dashboards that you currently share with other users are indicated by this symbol in the Dashboard Explorer:

In the "Shared dashboards" section of the Dashboards Explorer, you will find all currently shared dashboards. When you point to these entries, the corresponding user names are displayed in a tooltip.