Can I give Dashboard access to my clients?
If your client is added as a team member and the Client role has permission for 'Advanced Reports' enabled,
- Go to the Dashboard you want to share
- Click on the lock button at the top left and select Custom Share
- Select the Client you want to share it with or select All Members so all Members with Advanced Reports will have access to it.
Related Articles
Can I share Dashboards with my clients?
Yes, Dashboards can be shared with your clients in the following ways: 1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...
What are the different ways I can share a Dashboard?
These are the ways you can share a Dashboard: 1. Access to your team members/clients on Zoho Social: You can give access to your Dashboard to people added on your Zoho Social. To do this, -Open the Dashboard -On the left click on the lock button, ...
How do I enable my team members to create and edit the custom Dashboards?
To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...
Can I share an entire section from a Network Report with my clients?
Yes, these are the different ways you can share whole Network Report sections with your clients: By adding them to Zoho Social: Simply add the client to Zoho Social with a client role so they can access the report sections. Email: - On a Network ...
How do I create a custom Dashboard?
To create a Dashboard, 1. Open Zoho Social. 2. Go to the Reports tab. 3. Click on the Dashboard Icon: 4. Click on the + button 5.Click Add Cards. 6. Select the required Cards from each social network to add to you Dashboard. Your first Dashboard is ...