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MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Some clients want to share financial dashboards with other users having non-financial roles. They want to do this without having to assign a financial role to the users. Is there a way to view reports without editing permissions?
To share dashboards across different roles with varying permissions, users can utilize the share function of the MSPbots dashboards where there is an option to share reports via JPG or PDF. This article suggests a way to share financial dashboards with non-financial admin users.
Before you start, make sure that you have the following:
- Access to the MSPbots Dashboards
- The email address to where the reports will be sent
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MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!