Configuring access to a dashboard

You can share your dashboard with others. Simply copy the dashboard link from your address bar and send it to your colleague. By default, any user has read access to any dashboard.

If someone shares a dashboard with you, add it to Favorites so that you can always find it easily. To do this, click to the right of the dashboard name. You can browse your favorite dashboards under Dashboards and reports by selecting the Favorites filter.

Types of dashboard access

Only the dashboard owner or a user with Configure access can restrict access to the dashboard.

  1. Open the dashboard page.

  2. In the upper-right corner, click  → Permissions.

  3. Add users or groups who will have access to the dashboard.

    To add all of your company's employees, select the All employees group.

  4. Select the actions that you want to allow the user or group:

    • View: Users can open the dashboard by clicking the link.
    • Edit: Users can edit the dashboard and save the changes.
    • Configure access: Users can delete the dashboard and manage its access settings.
    • Revoke access: Click this to remove a user or group from the list.
  5. Click Save.

If the user has access to the dashboard, they'll see it under Dashboards and reports on the left panel.

Change the dashboard owner

The dashboard owner can only be changed by the current owner.

  1. Open the dashboard page.
  2. In the upper-right corner, click  → Permissions.
  3. In the settings window to the right of the current owner's name, click and specify the new owner.
  4. Click Save.