Efficient collaboration and transparency within your organization are vital for successful business operations. To ensure that all members of your organization have access to reports and dashboards, Walnut provides a straightforward folder sharing feature.
Sharing Walnut Reports
Click the settings icon in the top left corner and look up Reports.
Within the Reports section, navigate to the All Folders tab.
- Search Walnut Reports
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Open the drop down menu in the far right and click share
Choose to share with Public Groups.
- Specify the group as All Internal Users
- Assign access accordingly (view, edit, or manage)
- Click Done
Sharing Walnut Dashboards
Click the settings icon in the top left corner and look up Dashboards.
Within the Dashboards section, navigate to the All Folders tab.
- Search Walnut Dashboards
-
Choose to share with Public Groups.
- Specify the group as All Internal Users
- Assign access accordingly (view, edit, or manage)
- Click Done