Collaborate with your team easily by sharing your dashboards.
How to share a dashboard
1. Click the ‘share’ button from a dashboard in your dashboard list or from a specific dashboard.
Note
You can only share a dashboard if you are the Owner or an admin.
2. Choose the dashboard access level for all users in the project from either ‘Restricted’ or ‘Everyone’.
3. Select between the ‘viewer’ or ‘editor’ option (applies to all users).
4. Click ‘Done’.
You can also invite specific users or teams, from the project, and assign individual access rights.
Tip: User-specific permissions override the general access settings. For example, if General Access is ‘Restricted’, a user with Editor rights can still edit the dashboard.
How to export a Dashboard
You can also export your dashboard as a csv. or a PDF file (A4 or a letter) and share with your team.
1. Click the more options menu next to 'Add widget'.
2. Select 'Export' and pick an export option.
3. When your export is complete you will get notified with a confirmation message.
FAQs
1. Can I remove a user's access to a dashboard and/or update their access level rights?
Yes, you can remove a user's access rights or update their access settings. Please note that user-specific settings override the general access settings.
2. Can I transfer ownership of a dashboard to another user?
Yes, as a dashboard owner, you can transfer the ownership to another user.
3. How many dashboards can I share?
You can share an unlimited number of dashboards.
4. How can I view dashboards that have been shared with me?
All you shared dashboards will be listed in the dashboards list page. Use the filter option 'Share with me'.
5. What are the differences between ‘Viewer’ and ‘Editor’ rights?
A viewer can view all information in the dashboard and take actions that do not alter the dashboard, Such as exporting a dashboard or using shortcuts.
An editor can edit the dashboard but cannot share rights, delete, or transfer ownership of the dashboard.