Share a dashboard with others

You can share a dashboard with other people in your agency, and determine the level of access each person can have on that dashboard.

• Designer-level access: Grants the shared user the ability to view and filter the contents of your dashboard, and to make changes to a separate copy of the dashboard, to which only they have access. They can revert their copy of your dashboard to the latest shared copy by restoring their dashboard.

  Information on restoring a changed, shared dashboard is available in Restore a dashboard.

• Viewer-level access: Grants the shared user the ability to view and filter the contents of the dashboard information that you email them. You can configure these emails to be sent automatically on a recurring basis, and decide whether or not the users receiving the emails can manage the frequency and delivery of these emails.

  Information on sending dashboard information through email is available in Email dashboard information.

When you share a dashboard, you create a link between your dashboard and the shared dashboard. This lets you can make changes to your dashboard and republish it so that the people you share it with can see the changes.

Information on sharing dashboard changes is available in Republish dashboard information.

Note: You must have a designer role assigned to you in the ESO Insights module to share a dashboard with other people.

1. (If you have not done so already) Access the ESO Insights module in the ESO Suite.

   1. Do one of the following.

      • (If you are already working in the ESO Suite) Click the Home icon in the upper left corner of the screen.

        

      • (If you have not yet logged in) Log in to the ESO Suite.

        1. In a web browser, go to https://www.esosuite.net/EsoSuite.

           The ESO Suite login screen appears.

        2. Enter your user name, password, and agency name, then click Let's Go.

           If MFA multi-factor authentication is enabled, the Multi-factor authentication dialog box appears, displaying one or more methods you can use to verify your login credentials. The number of methods that appear in the dialog box depends on what MFA methods your ESO Suite administrators enabled in the Admin module.

           Click graphics to open them.

           Information on enabling MFA and specific MFA methods is available in the Admin module online help, in Configure multiple-factor authentication.

           Note: If your ESO Suite administrators have disabled MFA ("opted-out"), this dialog does not appear.

        3. (If the Multi-factor authentication dialog box appears) Depending on which buttons appear in the dialog box, verify your login in one of the following ways.

           With an authenticator application.

           1. Click MFA verification via authenticator app.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the authenticator application installed on your device.

              

           2. Open your authenticator application and note the authentication code currently displayed.

           3. Enter the authentication code displayed in the authenticator application.

           4. Click Log In.

           With a text message (SMS short message service).

           1. Click MFA verification via SMS.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to the phone number recorded in your PM records and identified with MFA codes.

              

           2. Enter the authentication code sent to your MFA-registered phone number.

           3. Click Log In.

           With an email message.

           1. Click MFA verification via email.

              The dialog box updates with boxes for entering the numbers of the authentication code, and the ESO Suite sends an authentication code to your agency or department email address, recorded in your PM records.

              

           2. Enter the authentication code sent to your agency or department email address.

           3. Click Log In.

      The ESO Suite landing screen appears.

      Click graphics to open them.

      Note: If MFA multi-factor authentication is enabled, you can access and manage your MFA options through the PM module, on the Settings > Account page, as described in Manage a user account. If your agency or department has enabled MFA but has not purchased the full-featured version of the PM module, you can access your own MFA settings by clicking Change my Multi-Factor Authentication settings on the landing screen, then using the Settings > Account page that appears. If your agency has not enabled MFA, the Change my Multi-Factor Authentication settings link does not appear on the landing screen.

   2. On the top side of the home screen, click Insights.

      Tip: If your screen or browser window is too narrow to display all your agency's ESO Suite module icons, an options icon appears on the right side of the icon bar. If you click the options icon, a menu appears containing additional module icons.

   3. A list of all the dashboards in the ESO Insights module appears.

      

      The capabilities you have in the ESO Insights module depends on what roles and permissions your ESO Suite administrator assigned to your user account. It also depends on what roles your ESO Insights manager assigned to your user account within the ESO Insights module.

      Information on user accounts, roles, and permissions is available in Manage a user account. Information on roles assigned with the ESO Insights module is available in Assign user roles in the ESO Insights module.

2. Click the name of the dashboard you want to work with.

   Tip: If the list of dashboards is long, you locate the dashboard you want more easily, as described in Find and open an existing dashboard or report.

   The dashboard opens and displays any widgets it contains, and the data those widgets link to.

   Click graphics to open them.

3. In the dashboard title bar, click the share icon.

   Note: This icon appears only for dashboards you are the owner of.

   

   The Email reporting settings dialog box appears.

   

4. Follow the directions in Email dashboard information, under step 4. Choose who the dashboard information is sent to., to identify the people you want to share the dashboard with,

5. Follow the directions in Email dashboard information, under step 5. Specify each person's dashboard access, to grant their access level to the dashboard.

6. (Optional) Follow the directions in Email dashboard information, under steps 6–8, to set up scheduled, recurring emails of the dashboard information.

7. Click Save.

   The ESO Insights module sends an email to the people you added in the dialog box, sharing the contents of the dashboard and granting each person the access levels you chose for them to the dashboard.