Share a dashboard with another company

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Introduction

By sharing a dashboard with another company, that company immediately has a ready-to-use dashboard after creating an asset. The company no longer has to create its own dashboard, which saves time.


Instructions

Click Assets in the navigation menu and open the Types tab.

List of assets including battery pack, generator, and transformer in a tracking system.

Click on the asset type associated with the dashboard.

Editing asset type settings for a generator in a dashboard interface.

Click the Options button in the bottom right corner of the settings and choose Share asset type.

Interface for sharing asset types with options for company and item selection.

Enter the name of the company you want to share with in the search field.
Activate the Shared toggle switch next to the company.
If the sharing was successful, you will be notified.