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Sharing, unsharing, and group editing dashboards

You can share dashboards with users or groups of users, and choose whether each one can view or edit the dashboard. When you create a dashboard, only you, the owner, can edit it.

Share a dashboard

You share a dashboard from its option menu while it's open.

To share a dashboard:

  1. Open your dashboard, expand the option menu in the top right, and select Share.

    The dashboard option menu with Share highlighted

    The Share dialogue shows the owner and who the dashboard is already shared with.

  2. Start typing the name of a user or group, select them from the list, then select Add. You can add more than one user or group.

    The Share dialogue, with a search for marketing listing the Marketing Department group

  3. For each user or group, choose their permission:

    • View Only: They can view the dashboard, but can't edit or share it
    • Edit: They can view, edit, and share the dashboard

  4. To include a message in the notification, select Add message and enter it.

  5. Select Done.

The new recipients receive a notification.

Note

When more than one person edits a dashboard at the same time, the dashboard keeps the latest save.

Remove a share

When you no longer want to share a dashboard with someone, remove their access.

To remove a share:

  1. Open your dashboard, expand the option menu in the top right, and select Share to see who the dashboard is shared with.
  2. Select Remove Access next to the user or group.
  3. To tell the remaining users that the share has changed, select Notify existing users.

How permissions combine

A user can get access to a dashboard directly, through a group, or through the All users setting. User permissions take precedence over group permissions, and group permissions take precedence over All users permissions.