Dashboards - Payments & Approvals
      Back to home
      1. GivingData Knowledge Base
      2. Data Analysis
      3. Dashboards - Payments & Approvals

      Shared Visibility Payments & Approvals Dashboards

      Learn how to create and manage Payments & Approvals dashboards with shared visibility. Shared dashboards can be used by two or more GivingData users, without making the dashboard public to all users within the site.

      The following video includes:

      • How to Create a Shared Dashboard

      • Who has access to manage a shared dashboard

      • How to modify the visibility of an existing dashboard

      Frequently Asked Questions

      Once I create a shared dashboard, will the users in the shared dashboard group get a notification?

      Users will not receive a GivingData notification when they are added to a shared dashboard. Once given access to a shared dashboard, it will appear within the user's Payments & Approvals dashboards menu.