Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Dashboard administration

Managing Another User's Dashboard

Required role | Tracker Coordinator or Company System Administrator
Use this feature when you want to open another user's dashboard to make changes to the charts and data you want them to see. From another user's dashboard, you can create, edit or filter a shared or company dashboard.
  1. Select
    Home > Other's Dashboard
     in the left navigation.
  2. On the toolbar, click
    Select user
    .
  3. Do one of the following to find the user whose dashboard you want to manage:
    • To search for a user by name:
      1. Select the
        Name Search
         button.
      2. Type a name in the fields provided. You can search by first name, last name, or both.
      3. Select
        Go
        .
      4. In the list that opens, use the
        Name
        column to select the user.
    • To search for a user from a list:
      1. Select the
        Show Lists
         button.
      2. Use the dropdown to select the category of users you want to show.
      3. Select
        Go
        .
      4. In the list that opens, use the
        Name
        column to select the user.
    • To search all users:
      1. Select
        Go
        .
      2. In the list that opens, use the
        Name
        column to select the user.
You can add charts to the dashboard in the same way that you would to your own.

This article applies to:

  • Product: Legal Tracker
  • Subject: Dashboards
  • Audiences: Company