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
• Share a Dashboard

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 for the dashboard you would like to share access to 

5. Click Edit 

6. Select the desired Sharing Settings

Hint: All Team Members will share the selected access level with every user in your account
Specific Roles will share the selected access level with every user associated with the chosen role
Specific Team Members will share the selected access level with only the users selected

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 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