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.Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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