Overview
Sharing a dashboard creates a link that lets other people view the dashboard. The link works in the same way as sharing a process - it can be opened outside ProcessPro and does not require the viewer to log in. This makes it easy to share a dashboard with colleagues or embed it in an external page such as a SharePoint site or intranet.
A share link is for viewing a dashboard only. To give another user a copy of your dashboard that they can use and edit in their own workspace, save it as a template instead - see Dashboard Templates: Create, Share, and Apply.
Quick Steps
Open the dashboard you want to share.
Select the Shares tab at the top of the dashboard.
Select Add New Share.
In the Share Dashboard dialog, the Dashboard field shows the dashboard being shared.
Enter a Description so you can recognise this share later.
Set an Expiry date if you want the link to stop working after a certain date. Leave it empty for no expiry.
Select Save Changes.
Choose how to share the link:
Copy link - copies the web address of the dashboard view. Send this to someone to open in their browser.
Copy iframe link - copies an embed link. Use this to display the dashboard inside another page, such as a SharePoint site or intranet.
Managing Share Links
Each share link you create is listed in the Shared Links table on the Shares tab with the following details:
User - the user who created the link.
Date Created - when the link was created.
Views - how many times the link has been opened.
You can manage each share link from its row in the table, including copying the link again or removing it.
Further Information
To give another user a dashboard they can use themselves, see Dashboard Templates: Create, Share, and Apply.
For the dashboard area these tabs belong to, see Dashboard Manager.