- Click "Reporting" in the left-hand menu
- Find the dashboard you want to share in the dashboard table
- Click the options arrow in the Options column (to the right of the dashboard title)
- Select "Add Users" from the dropdown menu
- Choose one of the following:
- Select an existing client user from the "Select Existing User" dropdown
- OR manually enter the information for a new client user
- Grant access
Result: The selected client user can now view that reporting dashboard.
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