Sharing Dashboards or Dashlets with other CRM users

Modified on: Fri, 17 May, 2024 at 1:15 PM

Question

How can I share a Dashlet with another user in my CRM (fka Luxor) database?
Can I share a Dashboard with another user in my CRM (fka Luxor) environment?

Answer

Currently, you cannot share a Dashboard or Dashlet with another user in your CRM (fka Luxor) environment. Dashboards and Dashlets must be set up on each individual's profile. This allows users to tailor Dashboards and Dashlets to their reporting needs.

If you would like assistance creating some of our suggested Dashboards, please see this article for more information - Creating a Dashboard

Question

Answer

Questions? Contact Us!