Who can view the custom Dashboards that I create?
The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it.
However, you can choose to make them visible to them to your team members this way:
1. Go to the Dashboard you'd like to share with your team members
2. At the top left, click on the lock button that says 'Me Only'
3. You can either choose to share the Dashboard with all your team members by choosing 'All Members', or with selected members using 'Custom Share'. The selected members will get an email conveying that you have shared a dashboard with them.
Your team members will receive an email when you share the Dashboard with them.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
How do I create a custom Dashboard?
To create a Dashboard, 1. Open Zoho Social. 2. Go to the Reports tab. 3. Click on the Dashboard Icon: 4. Click on the + button 5.Click Add Cards. 6. Select the required Cards from each social network to add to you Dashboard. Your first Dashboard is ...How do I customize a Dashboard?
These are the different ways you can customize a Dashboard: Under Reports, click on Dashboards and select the Dashboard you want to customize 1. Adding Cards to a Dashboard: - Click on Add Cards on the top right - Click on the Cards you want on your ...How do I enable my team members to create and edit the custom Dashboards?
To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...Can I share Dashboards with my clients?
Yes, Dashboards can be shared with your clients in the following ways: 1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...What are the different ways I can share a Dashboard?
These are the ways you can share a Dashboard: 1. Access to your team members/clients on Zoho Social: You can give access to your Dashboard to people added on your Zoho Social. To do this, -Open the Dashboard -On the left click on the lock button, ...