Sharing a Dashboard

Let every user of chosen roles open a dashboard you made.

A new dashboard is private: only you can see it. Share it with one or more roles, and everyone with those roles can open it in Analytics › Dashboard.

Required permission:

• Edit dashboard

Only the dashboard’s owner can share it.

Share a dashboard

1. Open Analytics › Dashboard.
2. Click ⋯ on the dashboard, then Share. You can also click Share at the top of an open dashboard.
3. Open Roles and pick one or more roles. Use Search roles to find a role.
4. Click Save. The app says Sharing updated.

With no role picked, the dialog says Only you can see this dashboard. A dashboard can be shared with up to 50 roles. To stop sharing, remove the roles and save.

What people with a shared dashboard can do

• Open the dashboard and use its filters. Their filters don’t change yours.
• Duplicate it to get their own private copy, which they can change freely.
• They can’t edit, share or delete it. Only the owner can.

The dashboard list shows who owns each dashboard and, under Shared to, the roles it reaches. A shared dashboard also needs View dashboard on the role.

Delete a shared dashboard

When the owner deletes a shared dashboard, it is removed for everyone it was shared with.