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Anyway to Mass Assign People to Dashboards?

  • September 13, 2024
  • 2 replies
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HenryHace
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We have a TON of people in Gainsight which results in lots of dashboards. Is there any way to assign a list of people to a dashboard without manually assigning them one by one? 

Best answer by saltamash

Hi Henry,

You can use “Sharing Groups” within “Administration → Data Permissions” to create groups based on specific criteria and then assign the dashboard to those user groups rather than individual users. 

2 replies

saltamash
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  • September 16, 2024

Hi Henry,

You can use “Sharing Groups” within “Administration → Data Permissions” to create groups based on specific criteria and then assign the dashboard to those user groups rather than individual users. 


HenryHace
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  • September 16, 2024

Thank you!