Collaborate on a New Dashboard Version Behind the Scenes

CRM Analytics users can add themselves to the list of dashboard publishers so they can edit and test new versions of the dashboard. Other CRM Analytics users continue to see a live version until a publisher makes the draft the live version.

To enable CRM Analytics users to add themselves to a dashboard publisher list, give them Editor or Manager access to the app that contains the dashboard. Set access level to an app and all its contents when you share it with users.

1. Add Yourself to the List of Dashboard Publishers
   CRM Analytics users with Editor or Manager access to the dashboard can add themselves to the list of dashboard publishers.
2. Collaborate on and Publish a Draft Version of a Dashboard
   If you are listed as a publisher, you can review and edit a previous dashboard version. Then save it as the draft version for othesr publishers to review and publish it as the live version that all CRM Analytics users view.