Sharing Dashboards
🔒 To be able to share a Dashboard, you must have the permission to share dashboards enabled.
The share feature of the dashboard allows you to send a configured dashboard view you've made to other users or teams in your business, or even the entire company.
For example, if you're a manager whose team all work on the same set of metrics, configure a dashboard for them to track all their own data, and share it with them.
Or, if you want a team to be able to report on high-level metrics, create a view and share it with the leadership team, for example.
To share a dashboard:
Create the dashboard you wish to share.
Check out our Get Started guide for step-by-step instructions.
Next, select the share icon in the top right of the Dashboard.
Choose who to share the dashboard with.
Share options include specific users, specific teams, or the entire company.
Sharing a dashboard with a team or company shares the dashboard dynamically, meaning it will be shared with future members of that team or company. If a user is removed from a team, they'll no longer have access to the dashboard shared with that team.
🔒 Users need the view company dashboard permission, to be able to view a company dashboard.
Next, select whether you'd like to give view or edit access when sharing.
If you don't select anything, users will be able to view the dashboard you have shared, but not make any changes to it.
You're able to change user access level for dashboards you manage (i.e., are the owner of, or have edit-access of) at any point, by going to the dashboard share icon, and changing it against the teams or users listed.
Those with edit access can perform all dashboard-related actions (e.g., make changes, share with others), but they cannot delete a dashboard or transfer ownership.
If a user has received multiple shares, we'll always give them the highest-level access they've received.
If you make a change to a dashboard you share with other others, those users will see any reflected changes.
Transfer Ownership
It's possible to transfer ownership of a dashboard so that another individual in the business can manage it/make changes.
🔒 Only the owner of a dashboard can transfer ownership.
Select the kebab menu in the top right of the dashboard management bar, and then select transfer dashboard ownership.
ℹ️ You'll no longer be able to make changes to the dashboard, once you've transferred ownership.
You'll still be able to view and access the dashboard.
Data Access
When sharing a dashboard with other users, what they'll be able to see will be determined by:
Their data access level
The configuration of the individual widgets (i.e., what data each widget on the dashboard is set up to show)
When viewing a company dashboard, users need a special permission: the view company dashboard permission.
💡 Top tip:
We recommend configuring widgets with the 'show data for logged in user' option.
This way, when the dashboard is shared and the shared user views it, they will see their own performance data in the widget(s).
If a user doesn't have the data access required to view the widget (e.g., the widget is configured to show data for a specific team and the person does not have access to see that teams' data), the below message will appear:
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙