How to Share a TeamDynamix Dashboard with Other Users

Introduction

There are two ways to share dashboards across multiple staff within TeamDynamix (TDX). You can manage and share a dashboard yourself or you can ask a TeamDynamix Environment Admin to assist building one.

Steps

User Shared Dashboards

This may be useful for smaller teams and more control over changes to your dashboard. However, when dealing with turnover, ownership over shared dashboards will need to be reassigned.

1. Create the dashboard you wish to share. Complete it with reports and layouts of your choice.
2. Go to "Edit Dashboard"
3. Dashboard Settings
4. Visibility - Me and Others [DO NOT SELECT EVERYONE]
   1. Add individuals and/or groups to share the dashboard with them.
5. Save

TDX Admin Shared Dashboards

This can be useful for sharing across large numbers of staff and is typically applied during the onboarding process.

1. Create the reports you wish to apply to the dashboard.
2. Submit a ticket to TDX Admins with the layout you wish the dashboard to have and which reports you would like to be on it. Also detail report ordering and where at on the layout.

Additional Information

For general information on creating and managing dashboards in TDX, see Creating and Managing Dashboards.

For report training, see guidance from TeamDynamix: Reports Training