Configurable Dashboards Update: Assigning and Sharing Now Available

In our latest update, we added significant functionality to the Private i Platform related to Configurable Dashboards. Burgiss Portfolio Management users can now share the configurable dashboards that they have created with other individual users or teams throughout their organization. Additionally, the owner of a configurable dashboard can be reassigned to an alternative user or team. To assign a configurable dashboard and/or share it with the read, edit, delete, assign, and/or share rights, select a configurable dashboard, then proceed to Actions > Share to open the Dashboard Assignment and Sharing window.

Dashboard Assignment and Sharing

As always, please contact support or your Relationship Manager with any questions.