How to share content with other users

It is possible to share a copy of workspaces, prices or news articles with other Dashboard users through email or messaging, which will save time where multiple Dashboard users require a similar workspace set up, quickly replicate and amend your own workspaces or to share news content with colleagues.

Sharing workspaces and news articles 

• Click on the Share Workspaces icon in the top right corner
• Copy the URL* and paste to email or messaging applications. Any changes made to the workspace after the link is generated will not be shared.

*The URL link will expire in 30 days.

Note – news article URLs can only be shared from the Dashboard web version.

Sharing prices

Prices can be shared from the Search Tool at the top left of the Dashboard. Enter your search criteria, click on the Prices tab to view the results and select the price you are looking for. Before selecting the workspace and widget to add the price to click on the Share link icon in the bottom left. This will copy the link to your clipboard, allowing you to paste into email or instant messaging applications.

Sharing market pages

The Dashboard provides the functionality to share workspaces, prices, market pages and news articles with other Dashboard users to save time with workspace creation and to quickly highlight key information with colleagues. This function will provide a copy of the workspace or market page you share, but any subsequent changes you make on your own Dashboard to the same workspace will not be synchronized with the recipient’s version.

Market pages are pre-populated workspaces created by our editorial team to be used as starting points to edit and save new workspaces. You can access them by clicking on the All Markets menu in the navigation pane. For more information on working with market pages, please refer to the “Discover market pages” section.

To share a market page either via email or messaging application, click on the Share Link icon in the top right corner of the Dashboard.

 When the “Share link” pop-up appears, click on the purple “Copy link” button and append the link to your email or messaging application:

Your recipient will get the link, which will open in either the web version or the installed version of Dashboard. It then may be saved to their workspaces.

Please note that, if the recipient is a user of the desktop-installed version, this new market page will be synched between web and desktop-installed versions once saved.

Share workspaces

Workspaces can be shared in a similar way to market pages. Click on the Share workspace icon in the top right corner of the Dashboard.

It is important to use the “Copy link” icon rather than directly copying the URL if you are using the web version, since some elements of the URL may be specific to your user profile.

The link will expire after 30 days, so you may wish to notify your recipient.

Opening a shared workspace or market page

If you receive a link to a shared workspace or market page it is important to save it to your existing workspaces, you will have the option to choose whether to open it in the installed or web version of the Dashboard. The workspace or Market Page will open "(Preview)" as a suffix to the workspace or market page name, and you will see a purple notification at the bottom of the screen. If you navigate away without saving it, you will need to re-open the link.

Share prices

When a price has been found through the Search and the Price Overview window is open, the price can be shared with another Dashboard user. To share, use the Share Link button at the bottom of the floating Price Overview window.

Share news articles

News articles can also be shared with other Dashboard users.

The Share link button is at the top right. When you click the link, a temporary message displays telling you that the link has copied to the clipboard.

The link can be sent to another Dashboard user via email or a messaging service.

When you share a link with another Dashboard user, they receive a notification to open the link in either the web version or the Installed version of Dashboard.

The same view is what will open on the other

Dashboard user’s screen with a message asking whether they want to open it in the installed version or the web version of Dashboard.

If you use Search to find an article then the same applies. You can click the Share link button to copy the link to the clipboard and send onto another Dashboard user. A similar notification will ask whether the other user wants to open the article in the web version or the installed version of Dashboard.

Further help