TDX: Share a Dashboard

TeamDynamix technicians can share dashboards with groups or other individual technicians. Sharing a dashboard with other groups allows technicians within the group to run the report you created. Sharing a report with an individual allows that individual to run the report you created. Anyone who has access to the report can make a copy for themselves to modify and use. However, only the report owner can modify the original report.

Sharing a Dashboard

Important Note:

Before sharing a dashboard, make sure all the reports associated with that dashboard are also shared with the same groups or individuals.

1. Navigate to the Home application in TeamDynamix.
   

2. If necessary, select the dashboard you wish to share using the drop-down menu.

3. Select Edit Dashboard. A new window opens for that Dashboard.

4. Select Dashboard Settings.

5. In the Visibility section, change the visibility from Just Me to Me and Others.

   • Do not share with Everyone. 
     

   • Choose the group or individuals that the dashboard should be shared with.

     • Dashboards cannot be shared individually with people who do not have technician access to TDX, as well as student employees, POI account holders, and sponsored account holders.

     • However, sharing a dashboard with a group ensures every technician within that group (including student employees, POI account holders, and sponsored account holders) have access to that dashboard.

6. Select Save.

7. Select Save again to return to your regular dashboard view.

8. Instruct the group or individuals you have shared the dashboard with to find it in their dashboards menu. You may also want to instruct them to make the shared dashboard their default dashboard.

Things to Consider

• Shared dashboards can only be edited by the owner of that dashboard.

• Only the owner of a shared dashboard can share it with other technicians. You cannot share a dashboard that has been shared with you.

• The owner of a shared dashboard cannot reassign ownership to another technician. You can request a change of ownership by submitting a Request for a Modification to TDX.