How to share a dashboard card

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

If you've created your own dashboard cards, you can share them with members of your team. If you delete any cards you've shared, they will also be deleted for other users.

To share a card:

  1. Go to Dashboards > Cards.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  2. Click the three-dot menu to the right of the card you want to share. Click Share This Card.
    screenshot-crm.na1.insightly.com-2018-04-23-14-01-50.png
  3. Fill out the card sharing settings. Click Save Sharing Settings
    screenshot-crm.na1.insightly.com-2018-04-23-14-09-49.png

You can also use bulk editing to share multiple cards at one time.

To share multiple cards at once:

  1. Go to Dashboards > Cards.
    screenshot-crm.na1.insightly.com-2018-04-23-16-21-11.png
  2. Check the box next to each card you want to share. Click Share This Card.
    screenshot-crm.na1.insightly.com-2018-04-23-09-23-41_1_.png
  3. Fill out the card sharing settings. Click Save Sharing Settings
    screenshot-crm.na1.insightly.com-2018-04-23-14-09-49.png


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