Now live: sharing Insights internally
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⚠️ Update: Good news, this is now live! See more here. 🚀
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For whom?
All plans.
How will it work?
- All roles (admin+regular user) will be able to share their dashboards with other users.
- Users will be able to share a dashboard with:
- All other users
- One or multiple users
- One or multiple teams
- Users will only be able to access the data that is allowed for their role and permissions.
- When sharing a dashboard, all reports within it will be accessible to the shared audience.
- If the dashboard owner deletes the dashboard or revokes access to it, then shared content is not visible to the shared audience anymore.
- Users will be able to save shared reports as new if they want to.
🧠 Learn more:
🔔 Follow What's Planned? to know what we're working on currently and what’s to come.
Please note: Pipedrive reserves the right to modify and update the features in the What's planned? topic and does not communicate exact timelines for delivery.
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Comments
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finally! This is much needed and the last item I need in order to scale our pipeline reports within my team. Will there be an open BETA for this update?
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System Admin said:
finally! This is much needed and the last item I need in order to scale our pipeline reports within my team. Will there be an open BETA for this update?
Mid March
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System Admin said:
finally! This is much needed and the last item I need in order to scale our pipeline reports within my team. Will there be an open BETA for this update?
@Zach Miller make sure to join our Research and Beta Testing channel so you don't miss the beta-testing announcement
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⚠️ Update: Good news everyone, this is now live! See more here. 🚀
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Hey Ines - The above states that this functionality is for all plans but when my collegue shared her dashboard with me I received the message below. Would you please explain?
Multiple dashboards available on Professional
This dashboard is no longer available on your plan. Upgrade to the Professional plan to regain access.
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