How to Share a Dashboard Card

This article is part of the Guide to Insightly Dashboards

About

If you've created your own dashboard cards, you can share them with members of your team. You can also use bulk editing to share multiple cards at one time. When you edit the sharing settings on any card in a drill path, including the top card, those changes will be reflected on all cards in that drill path. If you delete any cards you've shared, they will also be deleted for other users. 

In this Article

• How to Share a Card
• How to Share Multiple Cards at Once

How to Share a Card

1. Go to Dashboards > Cards.
   
2. Click the three-dot menu to the right of the card you want to share. Click Share This Card.
   
3. Fill out the card sharing settings. Click Save Sharing Settings.

   
   

How to Share Multiple Cards at Once

1. Go to Dashboards > Cards.
   
2. Check the box next to each card you want to share. Click Share This Card.
   
3. Fill out the card sharing settings. Click Save Sharing Settings.