Can I share dashboards with partners or other external users?

You are free to share your dashboards with anyone you would like, but we recommend that you regularly check your user list to ensure that the right people have access to your dashboards.

To share your dashboards with an external user, simple send them an invite to your dashboards from the admin view: Settings > Users.

You can learn more about how to do this from the following link: Invite new users

Sharing only certain data with specific users

To share only some of the metrics with specific users, whether external or internal, we recommend the following steps:

1. Create a new dashboard and add only those metrics that the specific users should have access to. You can read more about how to create a new dashboard here.
2. Create a new user group and add the newly created dashboard to this user group. You can read more about creating new user groups here. Alternatively, you can also create a kiosk link to the new dashboard (this requires no log in details for the user). Please note, however, that kiosk links are public links and anyone with the link can access the dashboard. Read more about kiosk links here.
3. Invite the users and assign them to the new user group (giving them access only to the assigned dashboard).

Make sure that the invited users are invited as users and not admins. If they are given admin rights they will have access to all dashboards.

Sharing filtered data with external users

In some cases, our customers want to share the dashboards with their suppliers, partners or customers. In these cases it's of course critical that the external users don't have access to all dashboard or even all the data, but only figures that are related to their business.

If your data is structured in a way that it's possible to segment the data by e.g. supplier or partner, then it is also possible to share only this data with the external user. Dear Lucy offers this as a customization for a small set-up fee. Please follow the steps below to set up dashboards for your business partners:

1. Create a new dashboard and name it appropriately. Add only those metrics that the external users should have access to, to the newly created dashboard. You can read more about how to create a new dashboard here.
2. Send an email to support@dearlucy.co or your Dear Lucy contact, confirming which data filter (e.g. supplier, customer, lead source etc.) that the dashboard should have. Dear Lucy will confirm that it's possible to set-up and give you a quote for the work.
3. Once the filter is applied to the dashboard, only figures for that particular external partner will be visible on the new dashboard.
4. Create a new user group and add the newly created dashboard to this user group. You can read more about creating new user groups here. 
5. Invite the users and assign them to the new user group (giving them access only to the assigned dashboard).

Please don't hesitate to contact support@dearlucy.co for further assistance or questions regarding this.