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Sharing Your CX Dashboard

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About Sharing Your CX Dashboard

Now that your dashboard is built, it’s time to let others see your work. Sharing lets you collaborate your visual data with others in your organization and lets them edit your dashboards, if you choose. Dashboards can be shared with anyone who is in your organization and already has a Survey Platform account with permissions to use CX Dashboards. If an individual does not meet these requirements, you cannot grant them access to your dashboard. In this case, a Brand Administrator would need to create an account for the user in order for the individual to get access to your dashboard.

Note that you can only share dashboards you own or dashboards you have permission to edit.

Qtip: A CX Dashboards user does not need an additional account if they already have a Survey Platform account. The ability to use CX Dashboards is an additional permission of your Survey Platform account that can be granted by a Brand Administrator of your organization. If a Brand Administrator creates a new user within the User Admin tab of CX Dashboards, by default, this user will be initially restricted only to use CX Dashboards. Remember, CX Dashboard viewers are billed separately from standard users; reach out to your Account Executive with any questions about user billing.

Sharing Your Dashboard

Share icon looks like dots connected in a network, usually top right or left of dashboard. New window opens with the options described

  1. Click on the Share button.
  2. Type in the name or email of the person with whom you would like to share the Dashboard. Alternatively, you can type a user role’s name and every user with that role will be shared the Dashboard and be given access.
  3. Select Allow viewers to create private pages if you want them to be able to add or copy their own private content to the dashboard. This will not affect the public dashboard and will be viewable only to them.
  4. Select either View, Export, or Edit by using the drop down to the right of the user’s name. See a detailed description of each in Types of Access.
  5. If desired, add data restrictions. These can be based on survey data or user attributes.
  6. If desired, restrict the pages the user can have access to.
  7. Select Email updated users to let the users know you’ve added them to the dashboard. Otherwise, users will only find out they have access to the dashboard when they log into their account.
  8. Click Save and notify users to share the dashboard.

Types of Access

  • View: If granting view-only access, you can also grant data permissions based on a number of different factors. These permissions allow you to show only relevant data to the collaborator rather than your entire data set. The person will still see all the widgets on the Dashboard, but they will only see data for the allowed set. To learn more about restricting access to information, see our page regarding setting data restrictions.
  • Export (JPG, PDF): This option will carry the same permissions as View-only access, except the user will also be able to export the entire dashboard or individual widgets as JPG or PDF images. Additionally, users with export access can also email the Dashboard (see Exporting Data from CX Dashboards).
  • Export: Granting export access carries the same permissions as a user with view-only access; however, the user will also be able to export the dashboard to PDF, JPG, CSV or TSV. Additionally, users with export access can also email the Dashboard (see Exporting Data from CX Dashboards).
  • Edit: Collaborators with edit access will be able to edit all aspects of the Dashboard and Dashboard Data (if they have also been shared the respective surveys that have been mapped into the Dashboard), share the Dashboard with additional users, and change user permissions on the Dashboard.
Qtip: Be careful when you invite other users to edit the dashboard. While many users can access the dashboard at once, it’s best practice to only have one person making edits at a time. The more people who are making edits at once, the more likely they are to overwrite each other’s changes. If you need to edit a dashboard, make sure your colleagues are not still making changes to it.

Restricting Access to Pages

You can limit which pages of the dashboard users have access to. For example, if you made pages that are only viewable for managers or people belonging to certain roles, you can hide these pages from everyone else.

Qtip: You can also restrict page access by an entire role. Roles make assigning the same permissions and sharing dashboards to large groups of users faster.
  1. Open the sharing window and add a user.
  2. Click All Pages.
    Sharing window open, blue All Pages text under the Pages Access header
  3. Select the pages the user should have access to. Deselect the ones they shouldn’t.
    List of pages you can select or deslect
  4. Click Done.
  5. Change these pages at any time by clicking their names.
    Sharing window open, under the Pages Access header there are a few pages listed
Qtip: If a user is in a role that restricts access to some pages and the user is given individual access to each page manually, then the user will be able to see every page in the dashboard. Note that access to each page needs to be granted individually. You cannot use the All Pages option in this scenario.

 

FAQs