Sharing Dashboards


Permissions allow you to specify users and groups who are able to see or even edit the crosstab. By default, all crosstabs automatically assume the same permission settings as their parent dataset. With permissions, users can share content with other MarketSight users by using Key Findings or a URL link. The link can be copied and pasted into an email, a PowerPoint presentation, or even embedded into a website. Users who you share the content with are required to enter their MarketSight login credentials. All permissions settings apply to shared content.

Dashboards have an additional special capability - they can be made public, accessible to anyone and everyone, or shared by email the same way - no MarketSight account required to see it. If a dashboard is public, no MarketSight login is required to see the content. Dashboards can also be embedded into company websites.  For more information, please contact Customer Service

Edit Permissions

  1. Open the item you'd like to set permissions for
  2. If necessary, uncheck the box at the top of the dialog to stop the item from copying permissions settings
  3. Click Modify
  4. Select the user or the group you would like to add from the Available window on the left
  5. Click the arrow to move them to the right window
  6. Click OK

Select Access Settings

Once users and groups have been added, you can specify their access settings.

View The user or group will only be able to view this item. This is the lowest level of permission.
Edit The user or group will be able to view, edit and delete this item, but will not be allowed set permissions for others to access it.
The user or group will be able to view, edit, delete and set permissions for other users to access this item. This is the highest level of permission.

Add a Single Item to Key Findings

  1. Open the item you want to add to Key Findings
  2. Click on the Share button
  3. Select Add to Key Findings
  4. Choose a folder to add your item to
  5. Click OK

Email a Link

  1. Open the item you'd like to share
  2. Click on the Share button
  3. Select Email a Link
  4. Enter email addresses to send links to (note: no MarketSight login is required to view items via this link)
  5. Adjust the link expiration as needed (the link can expire after 1 day, 7 days, 30 days, or never)

Get an Item's URL

  1. Select or open the item
  2. Click Share
  3. Select Show URL
  4. Copy the displayed URL

Make a Dashboard Public

  1. Edit the selected dashboard
  2. Click on Share
  3. Select the "Public" checkbox (no MarketSight login is required to view Public dashboards)
  4. Save your changes

Email a Link to Share

  1. Click on Share
  2. Choose "Email a Link"
  3. Enter email addresses separated by semicolons (;)
  4. Choose when email access to the dashboard should expire - 1, 7, or 30 days, or Never
  5. Click OK to send (no MarketSight login is required to view dashboards sent via email link)
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