Purpose: This guide provides an overview of how to manage and share dashboards in Kizen. Dashboards allow users to consolidate data insights and organize them based on specific roles or reporting needs. You'll learn how to share dashboards with team members, manage access, and request dashboard access when needed
TABLE OF CONTENTS
Dashboard Overview
Dashboards are a powerful tool used to consolidate Kizen data insights. Dashlets can be organized into a separate dashboards for specific roles or reporting purposes. You can create your own personalized Dashboard or share a Dashboard with other Team Members
Share a Dashboard
1. Navigate to Dashboard tab
2. Click on Dashboard name or dropdown arrow
3. Click on Edit Dashboard
4. Click the "..." icon under Actions column near the dashboard you would like to share access to
5. Click Edit
6. Apply Sharing Settings:
6.1 for All Team Members: Grants the selected access level to every user in your account
6.2 by Specific Roles: Grants the selected access level to all users assigned to the chosen role
6.3 by Specific Team Members: Grants the selected access level only to the users you select
7. Click Save
Request Dashboard Access
1. Navigate to Dashboard tab
2. Click on Dashboard name or dropdown arrow
3. Click on Edit Dashboard
4. Click on Dashboard Access Requests
5. Click the "..." icon under Actions column for the dashboard you would like to request access to
6. Click Request Access
7. Select the dashboard admin you are requesting access from
8. Select the Access Level for your request
9. Click Save
10. The Dashboard Admin will receive an email to Grant
11. Alternatively, you may Deny the access
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