If you have a Client Manager, you can now upload, publish, and distribute Dashboards to all organisations linked to that Client Manager.
Click on "Financials" in the left menu. Under the "Dashboard" tab, the dashboards created in the Client Manager are displayed. Then, click on the "Drafts" tab and select the icon with three dots next to the dashboard to be published, and then click Publish.
You will then be presented with three options regarding visibility. This means which organisations the template will be available in:
- All organisations means it will be available for use in all organisations currently linked to the Client Manager, including future organisations that are created or linked.
- No organisations means the report template is visible in the Client Manager only.
- Selected organisations means you get to select which organisations it can be used in.
Click "Publish" to publish the dashboard.
The dashboard will then be found under the "Published" tab. To change the visibility settings, click the three dots to the right and select "Manage visibility".
To view the published dashboard, simply navigate to the specific boardroom. Click "Financials" > "Dashboard" in the left menu. The published dashboard will now be visible there.