{"id":83198,"date":"2019-11-13T00:57:24","date_gmt":"2019-11-13T08:57:24","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=83198"},"modified":"2024-08-12T01:15:23","modified_gmt":"2024-08-12T08:15:23","slug":"share-cx-dashboard-with-portal-users","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/share-cx-dashboard-with-portal-users\/","title":{"rendered":"Share your CX dashboard with portal users"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">Sharing is caring! We\u2019ve updated our CX dashboard settings so you can share any custom dashboard with your portal users and managers. Enabling the dashboard on the portal will give managers the visibility to review data that is relevant only to the segment or region they are in charge of. No need for them to create their own custom dashboard. You\u2019ve already done the work for them!<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><b>How to share a custom CX dashboard<\/b><\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">From the CX platform, go to Customer Experience \u00bb Analytics<\/span><\/p>\n\n\n\n<ul>\n<li><span style=\"font-weight: 400;\">Select the custom <a href=\"https:\/\/www.questionpro.com\/cx\/analytics\/dashboards.html\">CX dashboard<\/a> tab you want to share<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Go to the \u2018Settings\u2019 option on the menu bar<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Switch on the toggle &#8211; &#8220;Enable on portal&#8221;<\/span><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1248\" height=\"834\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/image4.png\" alt=\"Enable-on-portal\" class=\"wp-image-83208\"\/><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">From the viewpoint of the manager, the portal will show mark all shared dashboards with a small desktop icon after the name of the dashboard portal.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1248\" height=\"834\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/image2.png\" alt=\"dashboard-portal\" class=\"wp-image-83215\"\/><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">Once the dashboard is shared, all the widgets on that dashboard will be visible on all the manager portals with the data relevant to their segment.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><b>Key takeaways from the CX dashboard settings tool<\/b><\/h3>\n\n\n\n<ul>\n<li><span style=\"font-weight: 400;\">Shared dashboards can only be deleted or edited by the admin who the sharing. Portal managers cannot edit or delete dashboards shared with them.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">At least one dashboard must be shared with all portal managers. The default \u201cOverall\u201d dashboard is automatically shared with all portal managers if no custom dashboards are created and shared.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Setting up a solid organizational hierarchy will make sharing CX dashboards easier. <\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Sharing is caring! We\u2019ve updated our CX dashboard settings so you can share any custom dashboard with your portal users [&hellip;]<\/p>\n","protected":false},"author":93,"featured_media":83201,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[170,270],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Share your CX dashboard with portal users | QuestionPro<\/title>\n<meta name=\"description\" content=\"QuestionPro CX has came up with an updated feature to share the CX dashboard with other users and managers. Learn how to share a custom CX dashboard.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.questionpro.com\/blog\/share-cx-dashboard-with-portal-users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Share your CX dashboard with portal users | QuestionPro\" \/>\n<meta property=\"og:description\" content=\"QuestionPro CX has came up with an updated feature to share the CX dashboard with other users and managers. 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