When you've created a work view in Intuit Practice Management powered by Karbon that you'd like to share with your team, save that view as a unique dashboard and share your saved views with your colleagues. Head to the options menu (...) and select 'Share'.

You'll be presented with a unique URL that can then be used as a shareable link with your team.

You can then share this URL with your colleagues, they will have access to the exact same view you have created. Because it’s your view, your colleagues won't be able to adjust the filters or sorting criteria themselves.

If they want to make adjustments or be able to refer back to this dashboard again in the future, they will need to save their own version of it using the Save as New button.


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