***This feature is only available to accounts in the Read-Only/Client Access Beta. If you would like to join this beta, please contact email@example.com.***
The Read-Only/Client Access Beta lets you give clients or colleagues access to only Custom Dashboards within a specific landscape.
Here's an example of what a Read-Only/Client User sees:
Follow these steps to get started:
Step 1: Create Custom Dashboards in the landscape you want to grant access.
A Client/Read-Only user will be able to see all "landscape-visible" Custom Dashboards in the selected landscape.
Step 2: Invite your client or colleague as a Read-Only to Rival IQ.
Use Team Settings to invite a "Read-Only" user, and select the landscape you would like them to access.
Step 3: Happy clients!
Once your client/colleague has accepted the invitation, they'll be able to view all Custom Dashboards, and use tag and date pickers. Please note, any changes you make to Custom Dashboards and companies will be reflected on their end.
If you have any questions or if you're interested in joining this beta, email firstname.lastname@example.org