Refinements to Dashboard Sharing & Permissions

settings-menu-2.pngUsing HubSpot's reporting add-on with HubSpot CRM or our marketing tools? We've made a number of refinements to the reporting dashboard.

A new set of options in the top right navigation now includes a dropdown that make it easy to set a dashboards' visibility and editing permissions. You can make any dashboard you own private, allow your team to view the dashboard, or allow your team to view & edit the dashboard.

In addition to permissions settings, the dashboard dropdown now breaks an individual users' dashboards and shared team dashboards.

These changes make it easier to understand who on your team can see and edit which reports, and easier to understand which reports are owned by who on your team.

These options live at the top of the reports dashboard and are now available to all users of the reporting add-on.

Topics: All Updates, Marketing - All Updates, Marketing - Featured Updates

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