http://m.getsatisfaction.com/topics/7704810 Dashboard Sharing 2018-10-24T08:13:30Z 2018-03-16T10:57:41Z 7704810 http://m.getsatisfaction.com/topics/7704810 7704810 Dashboard Sharing 2018-10-24T08:13:30Z 2018-03-16T10:57:41Z Colette Goode http://m.getsatisfaction.com/people/9429360 https://www.gravatar.com/avatar/b0aa95be96b4dbb9101722cceaa34056?d=identicon&s=55&r=PG colette_goode_ftgqs8kiq1sgh If I remember correctly at Pulse Europe in November the option to share a dashboard on a webpage was about to be released or in the roadmap.&nbsp; Is that correct?<br /><br />Is it possible to share a read only dashboard on an internal webpage for non Gainsight users to see who is assigned an account etc.? question active 7 6 3 comment http://m.getsatisfaction.com/topics/7704810/replies/19398362 http://m.getsatisfaction.com/topics/7704810 19398362 Karl Rumelhart responded to "Dashboard Sharing" 2018-03-17T02:08:12Z 2018-03-17T02:08:12Z Karl Rumelhart http://m.getsatisfaction.com/people/7258468 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10477762/Rumelhart-Jan16_2013_Asquare_medium.jpg karl_rumelhart Thanks for asking!&nbsp; We have not yet released a full ootb portal embed.&nbsp; However, several things are possible today.&nbsp; (1) use Sally the bot via Slack.&nbsp; This is perfect for the kind of info that you mention -- "who is the CSM for XYZ," etc.&nbsp; Note that Sally now has Relationship support.&nbsp; (2) Share dashboards directly with users.&nbsp; Each get their own URL via email and you can impose security via OTP and/or expiration (the shared dashboard is live).&nbsp; (3) Take one of the URLs as in 2. and post it on an internal site for others to click.&nbsp;&nbsp; 0 http://m.getsatisfaction.com/topics/7704810/replies/19404429 http://m.getsatisfaction.com/topics/7704810 19404429 Colette Goode responded to "Dashboard Sharing" 2018-03-20T10:51:33Z 2018-03-20T10:51:33Z Colette Goode http://m.getsatisfaction.com/people/9429360 https://www.gravatar.com/avatar/b0aa95be96b4dbb9101722cceaa34056?d=identicon&s=55&r=PG colette_goode_ftgqs8kiq1sgh Thanks for the reply Karl.&nbsp; With option 3 would we still need to add users as a Gainsight Object User (I think it's called something like that!) 0 http://m.getsatisfaction.com/topics/7704810/replies/19405438 http://m.getsatisfaction.com/topics/7704810 19405438 Karl Rumelhart responded to "Dashboard Sharing" 2018-03-20T17:45:54Z 2018-03-20T17:45:54Z Karl Rumelhart http://m.getsatisfaction.com/people/7258468 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10477762/Rumelhart-Jan16_2013_Asquare_medium.jpg karl_rumelhart No.&nbsp; But this is why it is a kind of a hack.&nbsp; Basically, you share a dashboard with one user and that user effectively posts his/her URL for others to access.&nbsp; That is why you need to make sure OTP is off.&nbsp; Everything will be tracked as if that one user was the one who access the dashboard every time. (Subtle point: there is a redirect so use the URL from the original share, not what eventually shows up in the browser.)<br /><br />While it is a different use case -- sharing dashboards with CoPilot -- you may find value in<a href="https://community.gainsight.com/gainsight/topics/sharing-dashboards-using-copilot-how-to-guide" rel="nofollow" target="_blank"> this post</a>.&nbsp; 0 http://m.getsatisfaction.com/topics/7704810/replies/19435072 http://m.getsatisfaction.com/topics/7704810 19435072 Colette Goode responded to "Dashboard Sharing" 2018-04-03T13:44:32Z 2018-04-03T13:44:32Z Colette Goode http://m.getsatisfaction.com/people/9429360 https://www.gravatar.com/avatar/b0aa95be96b4dbb9101722cceaa34056?d=identicon&s=55&r=PG colette_goode_ftgqs8kiq1sgh For option 3 above to share the link on an internal site is it possible to apply security with OTP and post the password provided.&nbsp; Or is the password unique to an individual user? 0 http://m.getsatisfaction.com/topics/7704810/replies/19435550 http://m.getsatisfaction.com/topics/7704810 19435550 Dan Ahrens responded to "Dashboard Sharing" 2018-04-03T15:39:33Z 2018-04-03T15:39:33Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Colette, the OTP is a temporary password sent to the email of the original individual who the resource was shared with and authenticates their session. Additionally the OTP expires after a short time (similar to how a OTP you might receive to confirm your identity from a bank or other website has a short validity period). So with that in mind, it wouldn't work to post the password for use hours or days later. Sorry. :) 0 http://m.getsatisfaction.com/topics/7704810/replies/19821795 http://m.getsatisfaction.com/topics/7704810 19821795 Dale Burnett responded to "Dashboard Sharing" 2018-10-24T02:28:34Z 2018-10-24T02:28:34Z Dale Burnett http://m.getsatisfaction.com/people/9347863 https://www.gravatar.com/avatar/8a5d1ddf87052a329296a80b417238f4?d=identicon&s=55&r=PG dale_burnett I've started using option #3 above that Karl mentioned which works fine.&nbsp; One issue I'm seeing though is when I click on a customer within the dashboard (which should then take me to a shared C360) I get a '404 Not Found' error.&nbsp; Is this expected or a new issue?? 0 http://m.getsatisfaction.com/topics/7704810/replies/19822089 http://m.getsatisfaction.com/topics/7704810/replies/19821795 19822089 Bhavani Murali responded to "Dashboard Sharing" 2018-10-24T08:13:30Z 2018-10-24T08:13:30Z Bhavani Murali http://m.getsatisfaction.com/people/7993086 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10733262/photo_medium.jpg bhavani_murali Dale, Would it be possible to share the URL to which it is getting redirected to? 0