Sharing Dashboards
Sharing Your ExpiWell Dashboards
ExpiWell's Dashboards offer real-time insights, enabling you to visualize data as you collect it and identify emerging trends and patterns throughout your study. With the Providers feature, you can effortlessly share these insights with users without exposing raw data. Simply invite users as providers to grant them access to view the dashboards you've created in your account.
The following section outlines the steps to add a user as a provider and explains how the provider's dashboard will appear.
How to Add a Provider
1. Go to the Insights tab > Provider and click ‘Add Provider’.
2. A pop-up modal will appear. Input the provider's email address and click ‘Done.’
3. A list of project participants will appear. Select the participant(s) to share that participant’s dashboard with the provider. Selected participants will be highlighted in blue as shown below. Click ‘Submit’ to proceed.
4. The provider with the selected participant(s) will now appear on the provider’s list as shown below.
Note: Existing team members added to the admin account cannot be added as providers for this admin account’s projects. An error message will be displayed as shown below.
Provider’s Dashboard
1. Log in to the Provider’s account. Click ‘My Projects’ and a drop-down will allow you to select the Dashboard you’ve been assigned.
2. The projects that you’ve been assigned as a provider will be displayed.
3. You can view the dashboard charts generated by the administrator in each respective project.
For more information on including the Provider feature in your account, please get in touch with sales@expiwell.com.