In this video @Yu Tan (Yu Heng) shows us how to share dashboards with work teams and individuals.
Supervisors can now share dashboards with specific teams, or individuals. This feature provides more flexibility by allowing tailored access to dashboards to complement the existing public sharing and private options. Supervisors can share performance metrics directly with their teams. This enhancement reduces the need to recreate dashboards for different audiences and offers flexibility for operational and performance analyses. For example, supervisors can share dashboards with their team to align on performance metrics without making them visible across the organization.
Read more:
Release Notes: https://help.mypurecloud.com/releasenote/january-20-2025/
Please post any questions or comments below, or email us at TAMStudios@Genesys.com
#TAMStudios #FeatureReview #Dashboards
Yes you are right.
To enable agents to view dashboards, you'll need to grant them specific permissions in the Analytics section. Here are the key permissions required:
Thank you for the video. When sharing the dashboard with the Work Team where will the Work Team view the Dashboard (under which Workspace>Performance area?). Additionally, what access rights do we need to provide to the agent role to view the dashboard. As an administrator I see an area called Dashboards, but agents don't have that option.
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