Vocalize - Sharing Your Dashboard | Qualtrics

Sharing your Dashboard

Now that your dashboard is built, it’s time to let the world 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 Vocalize or Research Suite account. If an individual does not meet these requirements, you cannot grant them access to your dashboard. In this case, a Vocalize administrator would need to create an account for the user in order for the individual to get access to your dashboard. Note that sharing is only available on dashboards that you own or dashboards for which you have editing permission.

Sharing your Dashboard

  1. Click on the Share button.
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  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 name and every user with that role will be able to access the dashboard.
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  3. Select either View-only access or Editing access by using the dropdown to the right of the user’s name.
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  4. The recipient can access your dashboard by logging into his or her account and selecting it from the dropdown on the top left corner of the dashboard screen (see Navigating Dashboards).

Types of Access

  • View-only: 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 will only see data for the allowed set. To learn more about restricting access to information, see setting data restrictions.
  • 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, or CSV. Additionally, users with Export access can also email the dashboard. (See Exporting Data from Vocalize).
  • Edit: Collaborators with Edit access will be able to share the dashboard with additional users and change user permissions on the dashboard.