Introducing: Dashboard Sharing

When we released the Uptrends 4 update just about a month ago (boy how time flies!), we presented you with a whole new way to view and interact with your website monitoring data in the form of dashboards.

What is a dashboard?

A dashboard is a compilation of multiple report tiles, which consist of graphical representations of collected website monitoring data. It is designed to help you visualize and identify uptime and performance trends from a single page. Accounts come with a series of function-specific dashboards, but it is also possible to design your own custom dashboard using data of your choosing.

Today we are pleased to announce that we’ve added a new way for account administrators to easily share custom dashboards with operators, called Dashboard Sharing.

How does Dashboard Sharing work?

  1. To share a custom dashboard, select the ‘dashboard action menu’ gear icon in the upper right hand side of the application. (On the grey navigation bar)
  2. Once the menu dropdown has opened, click on the tab labeled ‘Sharing.’
  3. On the ‘Sharing’ tab you can choose whether to keep the custom dashboard ‘Private,’ share it with ‘Everyone,’ or you can choose to share it with ‘Custom’ parameters.
    Please note that only Administrator operators can currently share dashboards.
  4. If you have selected ‘Custom,’ you will see a list of any current operators the dashboard is being shared with, along with their authorization level. It is possible to edit or delete operators from the shared dashboard here.
  5. Assuming that you would like to add an operator to share with, select ‘Add Authorization.’ You can then select operators or operator groups to share with, on either a ‘View Only’ or ‘Full Control’ basis. Once you have selected the operators/operator groups you would like to share the dashboard with, click ‘Add.’
  6. Before your dashboard sharing settings can be put into effect, you must set them. Select the blue ‘Set’ button to continue.
  7. Once you have set your changes, you must click the green ‘Save’ icon on the top grey navigation menu to keep your changes.

When would I use Dashboard Sharing?

There are many reasons for sharing a dashboard, but here is one example:

Let’s say that you are a systems administrator for a large eCommerce site. For kicks, let’s call it ‘Buyazon.’ You are monitoring the Buyazon website to see its performance suffers during a high traffic time, which could affect sales.

To make it easier for your team to monitor the performance of the company site, you put up a monitor in the operations room, so everyone can see its status. The monitor is set up with its own operator account, so that it cannot display other reports other than the ones that you want.

Unfortunately, you now realize that the custom dashboard that you created is in your personal operator account. You would need to either log into your personal account on the operations room monitor, or build the custom dashboard from scratch in the account that the monitor uses.

With Dashboard Sharing, you don’t need to create a duplicate custom dashboard. You can choose a dashboard and share it with any operator (or operator group) with just a few clicks!

Have any questions?

Our support teams are ready to help you with Dashboard Sharing, or any other need. Simply file a ticket, explaining your question/issue, and we’ll get right back to you!

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