Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

Hi Nikhil,

When you say "Public: anyone can view....". Would that include users without CX licensing? Communicate or even Collaborate users? Or is it anyone with a CX permission and also the permission to view dashboards?

Appreciate any extra information you can share.

Thanks

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

@Steven Alix - "Public" mode for the dashboards is the current functionality, which requires CX licensing and the view permission for the dashboards. In the above post, I highlighted all the available options to clarify that this feature adds to the existing capabilities without affecting the current functionality.

Thanks!

Hi Nikhil,

When you say "Public: anyone can view....". Would that include users without CX licensing? Communicate or even Collaborate users? Or is it anyone with a CX permission and also the permission to view dashboards?

Appreciate any extra information you can share.

Thanks

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

Hi, Nikhil! 

Thank you for this call to join new beta - looking forward to test it in our sandbox :) 

Quick question - "Public: Anyone in the organization can view it; Owner can view and edit the dashboard", will it still respect the division settings on users/roles/group permission level?

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

#BetaAnnouncement
#NowRecruiting

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX
------------------------------

Thank you all for your patience in waiting for this feature. We originally planned to release this the week of September 30, but due to unexpected challenges, we need to push back the release by 2 weeks. We understand the importance of this feature to your organization and we are working hard to deliver it as quickly as possible. I apologize for the delay, and we greatly appreciate your patience as we work through the final stages of this feature's development. Please let me know if you have any questions.

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX

Original Message:
Sent: 09-03-2024 15:40
From: Nikhil Ponnam
Subject: BETA: Share Dashboards with work teams and individuals

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

#BetaAnnouncement
#NowRecruiting

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX
------------------------------

Is there any plans to allow owners to add additional users as owners of dashboards so others can edit them? Or add a selectable option that anyone shared with can also edit the dashboards.

Thank you all for your patience in waiting for this feature. We originally planned to release this the week of September 30, but due to unexpected challenges, we need to push back the release by 2 weeks. We understand the importance of this feature to your organization and we are working hard to deliver it as quickly as possible. I apologize for the delay, and we greatly appreciate your patience as we work through the final stages of this feature's development. Please let me know if you have any questions.

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX

Original Message:
Sent: 09-03-2024 15:40
From: Nikhil Ponnam
Subject: BETA: Share Dashboards with work teams and individuals

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

#BetaAnnouncement
#NowRecruiting

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX
------------------------------

I think you are looking at one of these ideas and a couple are upcoming development.  So looks good. 

Add Multiple Owners to a Published | Genesys Cloud Ideas Portal (aha.io)

Allow admins to change the owner of the | Genesys Cloud Ideas Portal (aha.io)

Owners allow specified others to | Genesys Cloud Ideas Portal (aha.io)

Allow admin to edit any dashboard within | Genesys Cloud Ideas Portal (aha.io) 

Is there any plans to allow owners to add additional users as owners of dashboards so others can edit them? Or add a selectable option that anyone shared with can also edit the dashboards.

Thank you all for your patience in waiting for this feature. We originally planned to release this the week of September 30, but due to unexpected challenges, we need to push back the release by 2 weeks. We understand the importance of this feature to your organization and we are working hard to deliver it as quickly as possible. I apologize for the delay, and we greatly appreciate your patience as we work through the final stages of this feature's development. Please let me know if you have any questions.

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX

Original Message:
Sent: 09-03-2024 15:40
From: Nikhil Ponnam
Subject: BETA: Share Dashboards with work teams and individuals

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

#BetaAnnouncement
#NowRecruiting

------------------------------
Nikhil Ponnam
Principal Product Manager, Genesys Cloud CX
------------------------------

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

Update: This beta is going to be available on October 14. If you are interested in this beta and have not signed up yet, please submit your organization information using the link below. 

Click here to apply for this beta!

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI.

For the dashboards in the old layout (dark themed dashboard), the option to share with teams and/or individuals will not be available and the functionality of toggling between private and public modes will remain unaffected.

For more information on the new dashboard UI, please refer to the following articles on the resource center:

https://help.mypurecloud.com/dashboard-ui-updates/

https://help.mypurecloud.com/articles/add-and-edit-performance-dashboards/

Thanks,

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!

Hi Nikhil,

My company is interested in joining this beta, but before I register us my leadership team is looking for reassurance regarding a low to zero impact on the phone system aspect. (Will it affect the functionality and interrupt our Agents day to day?)

Could you confirm if this would impact the phones/digital interactions/agent side of things?

 I was thinking No, it wouldn't (unless we share dashboards with them) but I would like to bring them back an answer from Genesys. Thank you for your help!

Update: This beta is going to be available on October 14. If you are interested in this beta and have not signed up yet, please submit your organization information using the link below. 

Click here to apply for this beta!

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI.

For the dashboards in the old layout (dark themed dashboard), the option to share with teams and/or individuals will not be available and the functionality of toggling between private and public modes will remain unaffected.

For more information on the new dashboard UI, please refer to the following articles on the resource center:

https://help.mypurecloud.com/dashboard-ui-updates/

https://help.mypurecloud.com/articles/add-and-edit-performance-dashboards/

Thanks,

Hi everyone,

We are excited to announce the upcoming beta feature that allows for dashboard sharing with work teams and individuals. 

Click here to apply for this beta!

With this feature, dashboards will exist in one these three modes
- Public: Anyone in the organization can view it; Owner can view and edit the dashboard
- Private: Only the dashboard owner can view and edit the dashboard
- Shared: Only the users or work teams can view the dashboard that's been shared with them; Owner can view and edit the dashboard

Please note that this feature will be available only for dashboards created in or converted to the new responsive UI. To be part of this beta, the new UI beta needs to be enabled for your organization.

This feature can be accessed directly from the dashboard or from the dashboard summary page, as shown below:

Thank you and looking forward to your participation!