Administrator users of the Meridix Platform can now share Dashboards with other users. This feature helps managers to spread their work after creating a nice Dashboard and help others get started with this feature. It also simplifies for sales representatives, when selling a communication product and showcasing the Dashboard functionality. A Dashboard can be created and shared by many sales representatives, which saves both time and energy of the sales process. The same Dashboard can then be shared with new customers, to help them get started and make them feel like they are getting the same thing shown during the sales pitch.
Shared Dashboards will only show data that the user who opens it has permission to see (Setup your Dashboard correct to avoid empty data).
In the Dashboard list, click Share on chosen Dashboard to open sharing options. Depending on your role in the system, It is possible to share your Dashboard on the whole system or to specific customers. It is also possible to set your Dashboard as a default for the system or a customer, then it will be the starting Dashboard for users who have no Dashboard configured on their own.
All shared Dashboards are visible for chosen recipients in their Dashboard lists under Public Dashboards. Users will only be able to see data from measurement objects which they have access to. Therefore, it is important to select Use all available objects when creating a report widget for a shared Dashboard, so users see all available data they are permitted to see.
Users that have access to your shared Dashboard can either just look at it as it is or make a copy of it and modify that copy for their needs. Your Dashboard will then still be intact for all other users who open it.
With its flexible structure, you can design your Dashboard as you like. Add your company logo, your colors, a commercial video, or other elements and images to create a Dashboard according to your company profile.
Besides the new function to share your Dashboard, the 4.0 release of Meridix Platform also got improvements for the management and branding functions of our Dashboard. Now the Dashboard settings option comes with standard background pictures which the user can choose from (it is still possible to upload your own picture) to make it even easier to customize and brand your Dashboards.
Service providers can choose to add standard background images with their own brand which users and selling representatives can choose among to quickly and easily create nice-looking and branded Dashboards. This will simplify demos of the system and save time for your customers. Let us know if you want our help to add these pictures to your standardized background picture archive for your customers.