Setup Details

Step 1

Navigate to the KPI’s page using the left side navigation and click on the KPI you would like to share.

Navigate to Dashboards

Step 2

Click on the Share icon at the top of the KPI page.

Use the action button

Step 3

You can either select a team member your would like to share with or enter an email address to send a new user invite.

Enter name

Step 4

Specify whether you would like the team member to be able to edit the KPI properties.

Enter name