FAQs: Everything You Need To Know About Dashboards
By Iris Vermeren on July 27th 2015Read this article on our full site
When a user first creates a Dashboard, it is set so that it can only be viewed by that user. By default your Dashboards are unshared. If you are unable to see a colleague's Dashboard, you will need to ask them to share it with you.
Rarely does a single employee in an organization carry out all social media analysis.
Brandwatch is built for collaboration, and that is why we offer unlimited user logins for all our customers, at no extra charge.
Given that all clients can create as many user logins as they want, we know just how vital it is for them to organize those logins and protect their social data.
One of the great benefits of having a Brandwatch account is the ability to control how and what other users can access and view in Brandwatch.
For example, you probably won’t want the new employee who you share your Dashboard with to change the filters, remove any mentions or edit your Queries. However, the owner or trusted user should be able to do so.
Brandwatch uses a concept of User Roles, designed to give the owner – the Administrator – the ability to control what other users can and cannot do within Brandwatch.
Brandwatch has from 5 pre-defined roles: Admin, Regular, Analyst+, Analyst and View Only. Each User Role has a different level of access to features within the platform:Here are some ways we recommend using each role.
If you’re an Admin, a Regular or an Analyst+ user in Brandwatch, you’re able to create, modify and share Dashboards with any other Brandwatch user and much more.
But what does this mean for the people who you share your Dashboards with?
FAQs: Why can’t I see my colleague’s Dashboard?
When a user first creates a Dashboard, it is set so that it can only be viewed by that user. By default your Dashboards are unshared.
If you are unable to see a colleague’s Dashboard, you will need to ask them to share it with you.
If you choose to share your Dashboard, you will be met by the Dashboard sharing menu.
You can then choose to share them with Nobody, Individual Users or All members within your Project.
Whichever members you choose to share your Dashboard with, as the Dashboard creator, you then have to select the “Mode” in which you wish to share your Dashboard.
The “View mode” option, will only allow your coworkers to see the data. They won’t have access to any of the filters or controls in Brandwatch, other than the date range.
For example, this is a great option if you want to share your amazing quarterly results with your bosses or clients who have no interest in modifying your Dashboards.
If you choose to share the Dashboard in the “Analyst mode”, your coworkers will have full access to the controls and filters, meaning they can tag, categorize, and even delete Mentions.
This option is ideal, for instance, for freelancers who markup data, or Community Managers who want to engage with their audience without the fear of changing others’ Queries or Rules, or deleting important components in the Dashboards.
Once you’re happy with your selections, just click save dashboard to continue and each user will receive an email to inform them they have been granted access to your Dashboards.
FAQs: My colleague shared a Dashboard in Brandwatch. Why can’t I edit it?
Only the Dashboard owner can make edits to the Dashboard itself, such as renaming, adding or removing Components.
In order for another user to make any edits, they would need to use the “Make a Copy” option in the Dashboard Controls to make their own copy of the Dashboard.
FAQs: How do I create a customized Dashboard?
When a Dashboard in Brandwatch is not created/owned by you, you won’t be able to save it.
If you wish to do so, you can make a copy of the Dashboard, and then save any changes you make within the new Dashboard.
However, if you prefer to make a new Dashboard on your own, you will have to select “+ New” from the Dashboards menu.
You will then be met with a screen asking you to choose which Dashboard template you wish to use, which you can select from one of the following options:
Once you’ve chosen the Dashboard template you wish to use, you will be prompted to select a data source – a Query or Channel – to fuel your Dashboard.
Select your data source, step into your Dashboard and begin to work with your data.
Whilst we have created a number of Dashboard templates for you to work from, it is possible to customize your Dashboard to create your preferred working environment.
Can’t find the perfect template you’re looking for? Until the August 6, 2015, we’ll be accepting submissions of your saved Dashboards for any use-case of your choice.
The best one will become a permanent feature in Brandwatch! Here’s how you can submit your entry.
Now that you’ve mastered viewing, modifying and creating (shared) Dashboards in Brandwatch, check out other posts on our blog with lots of other useful FAQs and tips on how to analyze your data, or get in touch with one of our experts if you’d like to know more.