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How do I share default dashboards with groups?

Updated

You can share Klip dashboards with groups via Users > Groups. When you share Klip dashboards using this method, you choose default dashboard settings for a group or groups. You select which dashboards you want group members to see in their account, as well as the order in which the dashboards will display, and the group's access to them.

What are the default dashboard settings?

When you set default dashboards for a group, you:

  • Choose the group's rights to the dashboard:
    • Select Use only if you want users to be able to view the dashboard but not be able to edit it or share it with others.
    • Select Use and edit if you want to give users the ability to update, edit, share, or delete the dashboard.

 

  • Determine the level of access the group has to the dashboard:
    • Select Add dashboard (required) if you want the user to see the default dashboard when they log into Klipfolio but be unable to remove it. Use this setting for users with "View-Only" role permissions (as they do not have access to a list of dashboards).
    • Select Add dashboard if you want the user to see the default dashboard when they log into Klipfolio and be able to optionally remove it.
    • Select Add to library only if you don't want the default dashboard to be automatically added to the user's active dashboard list but you want it to be accessible from their list of dashboards.

 

  • Choose the dashboard order:
    • This determines the order the dashboards will display on the main account page.

How do I share default dashboards with a group?

To share default dashboards with a group:

  1. Click Users in the left navigation sidebar and select the Groups tab.

If you don’t see the above option, click the button in the left navigation sidebar and select Account. Then, on the left, click Groups.

  1. Click on the appropriate group’s name.
  2. Click the Dashboards link in the side-panel on the left.
  3. Click the Share a dashboard with this group link.
  4. Select one or more dashboards to share and click Share.
  5. Under the Rights option, from the drop-down list, select either Use only or Use and edit.
  6. Under the Visibility option, from the drop-down list, select either Add dashboard (required), Add dashboard, or Add to library only.
  7. Edit the Index value to determine the order the dashboards will be displayed on the main account page.
  8. If a warning displays that indicates you have not shared all of the Klips for the dashboard, click the link and select the Klips you want to share and their associated access rights. Click Save.
  9. On the Edit Group page, click Save to finish sharing default dashboards for this group.

To modify the default dashboard settings for a group:

  1. Click Users in the left navigation sidebar and select the Groups tab.

If you don’t see the above option, click the button in the left navigation sidebar and select Account. Then, on the left, click Groups.

  1. Click on the appropriate group’s name.
  2. Click the Dashboards link in the side-panel on the left.
  3. Beside Dashboards, click Edit.
  4. Modify the Rights, Visibility, and Index settings by selecting an alternate option from the drop-down lists.
  5. To modify Rights to the dashboard's Klips, click the link that indicates the number of currently shared Klips, update access rights for the group, and click Save.
  6. On the Edit Group page, click Save to finish modifying default dashboard settings for this group.

Note: If you modify the Rights, Visibility, or Index values for a default dashboard, group members will not see the updates until you remove the existing member(s) from the group and re-add them.

To stop sharing a default dashboard with a group:

  1. Click Users in the left navigation sidebar and select the Groups tab.

If you don’t see the above option, click the button in the left navigation sidebar and select Account. Then, on the left, click Groups.

  1. Click on the appropriate group’s name.
  2. Click the Dashboards link in the side-panel on the left.
  3. Beside Dashboards, click Edit.
  4. Click Remove for the dashboard you no longer want to share with this group.

Learn more

 

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