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Dashboards

Share a dashboard

Share a dashboard you've built so your team sees the same overview — either with everyone in your organisation or with specific people.

Share a dashboard you've built with your team so everyone sees the same overview, whether that's the whole organisation or just a few people.

Overview

  • Sharing lets your team see the exact same dashboard you've set up, instead of everyone building their own.
  • You choose who sees it: everyone in your organisation, or specific people.
  • You can also control whether the people you share with can only look, or make changes too.

Share a dashboard with your team

  1. Open the dashboard you want to share.
  2. Open Share dashboard.
  3. Choose who can see it:
    • Everyone in {org} — makes the dashboard visible to your whole organisation.
    • Share with specific people — pick the people or roles you want, and set their access to Can view or Can edit for each.
  4. Select Save changes. You'll see a Sharing updated confirmation, and the dashboard will now appear for the people you shared it with.

Share a dashboard

Who can do what

  • Only the dashboard owner can use Rename dashboard, Delete dashboard, or change who it's shared with.
  • People with Can edit access can add, remove, or rearrange widgets and change the layout.
  • Anyone who can see a dashboard can select Duplicate to make their own copy.

TipDuplicating a shared dashboard gives you your own private copy you can customize freely, without affecting the original.

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