I’ve created a dashboard that I would like to share with my clients. However, I don’t want them to see performance data for other clients. Is there a way to segregate the data so that I can share my dashboard with clients without having to create individual dashboards per client? Any recommendations would be greatly appreciated.
Our product does not currently support the capability of sharing dashboards with users outside of your account other than using embedded charts.
If you are looking to separate data per client, you may want to consider using sub-accounts. You could have each individual client on separate sub-accounts and the data (including dashboards) would only be accessible by each individual client. Please note that this requires at least a Pro account in order to utilize this capability.
Sorry to bring up an old thread. However I was wondering if this is still best practice or if there was a new feature that addressed this.