View As: Change View on Dynamic Dashboards

Have more questions? Submit a request

Dashboards can be viewed as different users. They can be viewed as yourself, another person, the current dashboard viewer, or a user of their choosing. This article explains how to adjust the setting.

Screen_Shot_2022-08-24_at_4.26.19_PM.png

 

Go to a specific dashboard and click Edit. 

 

Screen_Shot_2020-03-06_at_12.28.32_PM.png


Click the settings cogwheel shown below to go into edit mode.

 Screen_Shot_2020-03-06_at_12.31.43_PM.png

 

The visibility options will appear; choose who users will view the dashboard as. 

 

Screen_Shot_2020-03-06_at_12.33.32_PM.png

Screen_Shot_2020-03-06_at_12.34.26_PM.png

Make sure to save your changes.

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about changing dashboard views.  

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful