We know that, as an accounting practice, the one resource you can't get enough of is time. Being able to create and share dashboards with clients and stakeholders is incredibly beneficial, but you don't want to spend hours building and rebuilding dashboards. That's why we've introduced the ability to bulk-share dashboards.

Now, instead of building each dashboard from scratch, you can build a single dashboard as a template, and share this dashboard across all your entities, saving you a ton of time and energy that you can reinvest into more valuable endeavors.

Let's take a look at how this works.

To bulk-share a dashboard, simply click on the "more options" ellipses on the Dashboard page, and then select "Share with other entities." This will launch a smart-share workflow, indicating any cards that may need to be reconnected to account for layout differences. You will also have some additional sharing options, such as setting the dashboard as your default.

Then, you're good to share this dashboard across entities!

Card settings will also share across entities, so you can flaunt that carefully selected colour palette across your organization’s dashboards.

This feature is available across all paid plans and all entity types except e-commerce entities. To maintain the principle of least privilege, only Admins and Owners can bulk share dashboards. Other roles will not be able to initiate the sharing process. However, they can access dashboards that have been shared by Admins or Owners.

Everyone can do with a bit of extra time in their day. Now, with the ability to bulk-share dashboards across entities, you have the time to unpack the insights within those dashboards, driving better conversations with clients that inform better business decisions.