Share Custom Content in Peer Suite
When your organization is aligned around shared goals and initiatives, everyone must have access to the same information.
If you have already put time into building custom displays, dashboards, or folders that highlight your most important metrics, your teammates should not have to recreate that work from scratch. Peer Suite makes it easy to share what you’ve built so others can stay aligned and contribute more effectively.
What You Can Do
- Share custom displays, dashboards, and folders with your team.
- Choose how others interact with your content, either view only or edit access.
- Stay informed with notifications when content is shared with you or updated by others.
Note: Sharing is available for custom content in Peer Premium and Peer Plus.
Share Your Custom Creations In 3 Easy Steps:
Step 1: Select your content
Choose the custom display, dashboard, or folder you would like to share.
Peer Pointer!
To share an entire folder or display, drag and drop it from the left navigation into the main canvas before proceeding.
Step 2: Open sharing options
Select Share from the More Options menu in the upper right corner.
Step 3: Choose recipients and permissions
Your selection will stay tethered between you and your chosen recipient(s). Their access depends on the permission you choose.
Search for a user in your organization and select the level of access you want to grant:
- Viewer for view-only access
- Editor for full editing capabilities
A few moments of sharing can save hours of rework and help your team move forward together. With flexible permissions and secure access, you can collaborate confidently while keeping your content right where it belongs.