Sharing Monitors in Primer Pulse

Easily share a monitor across all or select accounts within your organization by utilizing our "share" feature. Share and collaborate on monitors to gain a common operating picture across your team. A monitor can be shared in 2 ways:

Once a Monitor is running, select the "share" icon in the search bar:

Select the 3 dots to the right of the monitor, and then select "share":

Once you select "share" from either a live monitor or the landing page, the "share monitor" prompt will open:

Chose to share with individual accounts within your organization, or across all accounts. When you share a monitor with either an individual or your organization, the monitor will populate in the respective user(s) Command landing page.

When sharing a monitor with an individual account, type in the username of the account you wish to share the monitor with:
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Can View - means they can view the monitor and duplicate it (from the monitor landing page)

Can Edit - means they can view the monitor, duplicate, edit the monitor terms, and invite others as an editor

If the monitor is set to "restricted", only users that have been individually added can open the monitor. To enable the monitor for all accounts across your organization, under the "get link" section, change the access from "restricted", to "anyone at your org":

Then, the monitor will populate on the landing page of all accounts within your organization.

Once a monitor is shared, it will appear on their monitor landing page on both the "ALL MONITORS" and "SHARED MONITORS" sections. Depending on the permissions granted, you can edit or view the monitor. Additionally, you can duplicate a shared monitor, which would allow editing capabilities. The duplicated monitor would only be visible within your Command account.

Have additional question on Monitor Sharing, or feature ideas and requests? Please contact [email protected] to chat with our team!