How to share a Dashboard with someone
Enterpret allows you to share Dashboards with anyone through view links.
On your Dashboard screen, click the Share button in the top-right corner.
A side panel opens with sharing options. You can also click the link icon next to the Share button to directly copy a view-only link to your Dashboard.
Share a view-only link
In the sharing panel, click the Copy Link button to copy the Dashboard view-only link.
You can now share this link with anyone to view the Dashboard without edit access.
How to enable someone to edit your Dashboard
If you want someone to edit and help build the Dashboard with you, you can invite them to collaborate.
In the side panel that appears after you click Share, look for the Invite to Collaborate section.
Enter the email address of the person you want to invite.
Click the Invite button.
The invited person will receive an email from Enterpret informing them about the edit access.
Requesting access to collaborate on a Dashboard
To request edit access to a Dashboard you don't own, click Request Access in the top-right corner of the Dashboard.
If a teammate has requested access to your Dashboard, you will receive an email and an in-app notification. By approving the request, you allow that person to edit and collaborate on the Dashboard with you.
How to stay updated and receive reports with Dashboards
To receive regular reports and updates with your Dashboard:
Click Subscribe in the top-right corner of the Dashboard.
A side panel opens with subscription options containing fields for Email and Slack channels.
Fill in the email addresses of team members who should receive regular reports.
For Slack channels, click the Slack Channels field to select channels. A newly created Slack channel may take up to 5 minutes to appear in the list.
Select the channels you want to share the reports with.
Click the Subscribe button at the bottom-right to confirm.
Your team will now receive Dashboard reports at your chosen frequency.
How to unsubscribe from a Dashboard
Click the Subscribed button (with an edit icon) in the top-right corner of the Dashboard.
Click the Unsubscribe button at the bottom-left of the Subscribe panel.
How to disconnect Slack
Disconnecting your Slack will remove subscribed Slack channels from all your reports. These subscriptions won't automatically resume if you reconnect Slack.
To disconnect Slack, click the three-dot menu icon above the Slack channels section.
Click Disconnect Slack from the menu.
Click Yes, Disconnect to confirm.
Your Slack integration is now disconnected from your Dashboard reports.