✔️ Share dashboards

Sharing a dashboard with other users to view, takes only a few clicks because you don't need to create special roles or permissions. 

Table of contents

1. Share a dashboard
2. Shared dashboard view

Share a dashboard

1. Go to Manage employees > Analytics > Dashboard.
2. Select a dashboard from the list on the left.
3. Click the "Share" button in the upper right corner.
4. Click "Add recipients" and select the users and/or groups you want to grant access to the dashboard.
5. Currently, we do not send a notification when a dashboard is shared, so we encourage you to share a link to the dashboard with the people you share it with. You will find it in the same panel, under selected groups.

Shared dashboard view

When you share a dashboard with other users, it appears for them in the Analytics > Dashboard list, in the "Shared dashboards" section. This user can only view the shared dashboard.

If the user don't’s have permissions to access dashboards, the Analytics tab will appear in their menu when a dashboard is shared. This user can only view shared dashboards. They have no right to edit or create new dashboards.