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Dashboards

Share a dashboard

Share a dashboard you've built so your team sees the same overview — either with everyone in your organisation or with specific people.

Share a dashboard you've built so your team can see the same overview — either with everyone in your organisation or with specific people.

Overview

  • Lets you give your team visibility into a dashboard you've set up, instead of everyone building their own.
  • You can share with your whole organisation or with specific people, and choose whether they can just view it or also edit it.
  • Anyone who can see a shared dashboard can make their own copy of it.

Share with your team

  1. Open the dashboard you want to share.
  2. Open its sharing options.
  3. Choose who can see it:
    • Everyone in your organisation — set the dashboard's visibility to your organisation.
    • Specific people or roles — pick them, and choose whether they can view or edit.
  4. Select Save. The dashboard now appears for the people you shared it with.
Share a dashboard

Who can do what

  • Only the owner can rename, delete, or change who a dashboard is shared with.
  • People with edit access can change the widgets and layout.
  • Anyone who can see a dashboard can duplicate it to make their own copy.

TipDuplicating a shared dashboard gives you your own private copy that you can change freely, without affecting the original.

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