Share a Global Dashboard

availability

This feature is only available in the MaintainX® web application for Enterprise accounts. To use it, you must have a Global Leader user role. For more information, see Global Leader.

This article explains how to share a global dashboard across multiple organizations.

Sharing a global dashboard across multiple organizations makes it available in each sub-organization's Dashboards module. Global dashboards are easily identified by the Global tag.

To share a global dashboard:

1. From the sidebar, use the organization picker to open your global organization.

2. In the Global Organization section, select your global organization, then select Reporting.

3. Select Dashboards, then navigate to the Global Dashboards tab.

4. Locate the global dashboard you want to share.

5. In the Actions column, select (Manage dashboard assignments). The Manage assignments dialog opens.

6. Do any of the following:

   • Use the search bar to quickly find organizations.
   • Individually select one or several organizations.
   • Select the Select all organizations option.

7. (Optional) If you want to automatically share the global dashboard with new organizations you create in the future, select Automatically add new organizations.

8. Select Submit.

9. When prompted, select Publish to share the global dashboard with the selected organizations.

The global dashboard is shared across your organizations.

Bulk Share Several Global Dashboards

You can also quickly share several global dashboards at the same time.

1. From the sidebar, use the organization picker to open your global organization.

2. In the Global Organization section, select your global organization, then select Reporting.

3. Select Dashboards, then navigate to the Global Dashboards tab.

4. Do any of the following:

   • Next to the Title column, select the checkbox to select all available global dashboards.
   • Select the checkbox of each global dashboard you want to share.

   An option bar appears above the global dashboard list.

5. In the option bar, select (Manage dashboard assignments). The Manage assignments dialog opens.

6. Do any of the following:

   • Use the search bar to quickly find organizations.
   • Individually select one or several organizations.
   • Select the Select all organizations option.

7. (Optional) If you want to automatically share the global dashboards with new organizations you create in the future, select Automatically add new organizations.

8. Select Next.

9. When prompted, select Publish to share the global dashboards with the selected organizations.

The global dashboards are shared across your organizations.