Dashboard Sharing
  • 09 Aug 2024
  • 1 Minute to read
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Dashboard Sharing

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Article summary

You can share your work with your colleagues without letting them change your settings. Alternatively, you can share a scoped down view of the network to a subset of the company or a customer.

Leveraging the work you've already done to define user groups, a dashboard owner can set privileges for all users, specific user groups, or just keep it private.

For more information, see User Group Management.

NOTE - Dashboards are created as private by default. Nobody will see your work until share it.

Privilege Levels

Privilege levels that you can grant all users or specific user groups are:

  • Manage - Edit, plus the ability to change sharing settings, rename, and delete the dashboard.
  • Edit - Able to make permanent changes to the dashboard (add/remove cards, change dashboard filters and card settings).
  • View - Able to view the dashboard and make temporary changes to the dashboard that won't be persisted (for troubleshooting purposes).

A user will see whether the dashboard is:

  • Private to them
  • Shared by them
  • Shared with them

How to share a dashboard?

When you are the owner of the dashboard, or a member of a group that has a manage privilege, you can make changes to the dashboard sharing settings.

  1. Open the dashboard
  2. Select the sharing settings from within the "More Options" menu (triple dots beside the dashboard name).
  3. Choose to grant access privileges to all users.
  4. Choose to add specific user group privileges.
  5. Apply your changes.

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