You can share a dashboard or favorite Share dashboards, favorites, and alerts by placing it them in a folder which can be accessed by other users. You will see a list of available folders when creating, sharing or cloning a dashboard or favorite, as shown below.
that other users can access.
There are no default folders , as they are optional and usually customized for individual companies. For example, you in Phocas, as each organization will typically want its own custom folders. Your administrator manages these folders. For example, your organization might have folders for different functional areas of the business. A 'Branch' folder would contain various dashboards and/or favorites about that , such as a Branch folder, which contains content items related to the branch's performance and all . All users who work in that branch would be granted access to the folder so they can see those items.
Details about folders appear next to dashboards and favorites on the default homepage and on your favorite/dashboard lists.
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You can select from the list of available folders when creating, sharing, or cloning a dashboard, favorite, or alert.
On your Phocas homepage, the Folder column identifies the folders in which each content item is shared. To see only the content items in a specific folder, click the All dropdown menu, click Select none, then select the checkbox for that folder and click out of the filter.
Related pages
Folders (administration)