Invite Others to Share Your Session

You can invite others to share your CFO Dashboards session for collaboration purposes. You and any of those sharing the session can interact with the dashboards, and all others in the session immediately see the results of that interaction on their laptop or mobile device.

Prerequisites: To share a session, you must be connected to the Costpoint Analytics server, and you must be using the AJAX client to access the dashboards. Those invited to share a session must also have access to the Costpoint Analytics server but need not be licensed to use Costpoint Analytics.

To invite others to share your session, complete the following steps:

1. Click on the toolbar. Enter the result of your step here (optional).
2. Click Start Sharing.
3. Click Email this link to display an email form containing the link to your session.
4. Enter the email addresses of those you want to invite, add any other information you want them to have, and send the email.
5. When you are ready to end the shared session, click Sharing on the toolbar and click Stop Sharing.