How to share a dashboard with a group of branch managers

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Strensall Merchants · How to share a dashboard with a group of branch managers

Ashok Patel asked how to share one dashboard with branch managers. Olivia Grant explained group sharing requires admin rights. Ashok set one up for the trade team.

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As at Fri 9 Oct 2026

Ashok Patel asked how to share one dashboard with branch managers. Olivia Grant explained group sharing requires admin rights. Ashok set one up for the trade team.

Request: Ashok wanted one shared dashboard for branch managers rather than individual builds. Handling: Olivia explained the dashboards builder and group sharing, and that admin rights are needed to share to a group. First response took 293 minutes. Watch: Ashok plans a branch test before wider rollout, which is a sign of further dashboard use.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)293

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created · Ashok Patel 17 Jun 2026 11:00
Hi, I would like to know how to set up a shared dashboard so the branch managers can see the same view without each of them building their own. Is it something I can do on my side, or does it need the team? Thanks, Ashok Patel, Head of Data and Insight
Public reply · Olivia Grant 17 Jun 2026 15:53
Hi Ashok, thanks for the question. Dashboards are built in the dashboards builder, and you can share a dashboard with a group rather than with individuals. You will need to be an admin to share to a group. Let me know if you run into any trouble and I can walk you through it. Olivia
Public reply · Ashok Patel 19 Jun 2026 14:33
Thanks Olivia. I have found the share option and set one up for the trade team. Next I will test it on one branch before the rest of them see it. Ashok
Status change · Olivia Grant 1 Jul 2026 10:52
Status change · 5 Jul 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
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Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
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News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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