An Overview

The Insights Dashboard Sharing feature enables precise control over dashboard access while promoting data-driven decision-making across your district. Share specific dashboards with individual staff members to ensure secure and targeted distribution of critical information.

How It Works

• Sharing Administrators can share individual Insights dashboards with specific staff members.
• For dashboards with a School360 version available, users aligned to one or more buildings will see only data for their aligned building(s) when viewing the dashboard.
• If a dashboard is shared with a user not aligned to a building, the dashboard will display district-level data.
• Dashboards built exclusively for District360 will always display district-wide data, regardless of user alignment. The Sharing Administrator will see an alert when a dashboard is District360-only.
• Shared dashboards automatically appear in the user’s Insights app, aligned with the appropriate data category. Users do not need Insights access for a dashboard to be shared.
• Sharing permissions can be granted and revoked as needed.

Workflow

1. Identify the dashboard you want to share
2. Click “Share” at the top of the dashboard
3. Use the check boxes to adjust General Viewing Access as necessary
4. Utilize the search bar to search the list of staff members who have been provided access
5. Share to specific staff members who need access by clicking the + icon
6. Click the trash can icon to deselect individuals as necessary
7. Recipients will automatically see the shared dashboard in the Insights data category.

You’ll Experience:

• Streamlined collaboration while maintaining precise control over data access
• Strong data governance with user-level sharing controls that ensure sensitive information is only accessible to authorized personnel.
• Improved decision-making by providing staff direct access to relevant data dashboards

Use Cases

• Share dashboards to users without providing Insights Administrator or Insights Building Administrator permissions (limiting access)
• Provide dashboard access to specific departments only
• Seamlessly collaborate with team members on an initiative by providing access to specific data, working from one source of truth.