Sharing Data Lab dashboards with Clients in Client Portal

Learn how to share dashboards as an administrator with your clients.


 

Overview

Sharing information with your clients and stakeholders is great for visibility into your business operations. With Data Lab, you can share predefined Client Dashboards or a custom dashboard to give any clients and stakeholders piece of mind.


 

Step 1: Turn on the View Data Lab permission

For your client to see shared dashboards, you must turn the permission on for them at the Client Portal Role level.

To turn on the permission:

  1. Log into your TrackTik Portal
  2. Go to Settings.
  3. Under General Configurations, select Roles & Security.
  4. Choose Client Portal Roles.
  5. Select the role you want to share Data Lab with.
  6. Choose the Dashboard folder.
  7. Select View Data Lab.
    Make sure the client is in your Roles. To learn more about creating a Client Portal Role, check out Create a Role.

All clients assigned to this permission now see the Data Lab tab in their portal.

To review a list of clients that have this permission, select Members.


 

Step 2: Checking data sources and turning on required permissions to view dashboard widgets

For your client to see all widget data in your dashboard, make sure they have the right permissions turned on.

If your client gets a Missing permission error, you need to turn on the required permission for the data source.

 

Step 2a: Checking data sources in Data Lab

To find the data source of the widget as an administrator:

  1. Log into Data Lab.
  2. Find and select the dashboard with the widget your client can’t see.
  3. Select Edit.
  4. Find the widget that the Missing permission error shows for and choose the Cog icon.
  5. In the Data Source dropdown menu, remember or take note of the data source name.


Step 2b: Turning on the required permissions in your TrackTik Portal

  1. Log into your TrackTik Portal.
  2. Select Settings.
  3. Under General Configurations, select Roles & Security.
  4. Select Client Portal Roles > Client Role.
  5. Use the Sharing dashboards with clients - data source and permissions table to find out which roles you need to turn on for which data source.

 

Sharing dashboards with clients: data sources, folders, and permissions table

 Data source in Data Lab Folder and permission name in Roles & Security   TQL endpoint
Shift
  • Scheduling > View Schedules
  • Scheduling > Admin Access Permissions to Schedules
shifts
Site Task Occurrence Session Log SiteTask > View Site Tasks site-task-occurrence-session-logs
Asset Fieldset Fields AssetHub > Asset fieldset fields asset-fieldset-fields
Asset Fieldset AssetHub > Asset fieldsets asset-fieldset
Asset Manufacturer AssetHub > Asset manufacturers asset -manufacturers
Asset Person AssetHub > Asset persons asset-persons
Asset Supplier AssetHub > Asset suppliers asset-suppliers
Asset Transaction Item AssetHub > Asset transaction items asset-transaction-items
Asset Transaction AssetHub > Asset transactions asset-transactions
Asset Model Type AssetHub > Asset types asset-types
Asset AssetHub > Assets assets
Checkpoint Question & Answer Patrol > View the checkpoint logs checkpoint-question-answers
Checkpoint Scan Patrol > View the checkpoint logs checkpoint-scans
Checkpoint Tour Assignment Patrol > View tour sessions checkpoint-tour-assignments
Checkpoint Tour Schedule Occurrence Patrol > View tour sessions checkpoint-tour-schedule-occurrences
Checkpoint Tour Schedule Patrol > View tour sessions checkpoint-tour-schedules
Checkpoint Tour Session Comment Patrol > View tour sessions checkpoint-tour-session-comments
Checkpoint Tour Session Patrol > View tour sessions checkpoint-tour-sessions
Checkpoint Tour Patrol > View tour sessions checkpoint-tours
Checkpoint Patrol > View tour sessions checkpoints
Employee Skill Employeeskill > View Employee Skills employee-skills
Report Field Patrol > View reports report-fields
Report Flag Category Patrol > View reports report-flag-categories
Report Flag Template Field Patrol > View reports report-flag-template-fields
Report Flag Template Patrol > View reports report-flag-templates
Report Template Patrol > View reports report-templates
Report Patrol > View reports reports
Shift
  • Scheduling > View Schedules
  • Scheduling > Admin Access Permissions to Schedules
shifts
Site Task Occurrence Session Log SiteTask > View Site Tasks site-task-occurrence-session-logs
Site Task Occurrence Session SiteTask > View Site Tasks site-task-occurrence-sessions
Site Task Occurrence SiteTask > View Site Tasks site-task-occurrences
Site Task Schedule SiteTask > View Site Tasks site-task-schedules
Skill Category Employeeskill > View Employee Skills skill-categories
Skill Employeeskill > View Employee Skills skills
Work Session Patrol > Daily Shift Reports work-sessions

 

Step 3: Sharing a Data Lab dashboard with a client in Data Lab

For clients to see Data Lab dashboards, you must share the dashboards with them. To learn more about sharing dashboards in Data Lab, check out Sharing and archiving widgets or dashboards.

After sharing the dashboard, your client should see any shared widgets and dashboards; they appear in the Data Lab tab in their Client Portal.


 

See also

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