Sharing Dashboards

For an overview, watch the video below. For details, consult the following written information.

  1. With the dashboard that you want to share displayed in the viewing window, hover over the dashboard's name.

  2. Select the gear icon that appears.

  3. Select Share, which opens the Share dashboard window.

    Note: You can select other dashboards to share besides the one currently displayed by choosing them from the Select dashboard dropdown list.

  4. Select the checkboxes of the Users to whom you want to give Read-only access, Write Access, or Share a Copy of the dashboard.

    Note: See Types of Sharing for details of each option.

  5. Select Submit.

Types of Sharing

Read-only

Read-only access allows the other users to see the dashboard, but not modify cards or decks. Any changes made to the dashboard from your account can be seen automatically by the other users from their accounts. From your account, a group icon will show next to the name of the dashboard. Hovering a cursor over the icon displays a message stating the number of users with whom the dashboard is shared. From the other users’ accounts, an eye icon will show next to the name of the dashboard, indicating it is read-only.

Note: While other users will not be able to modify the dashboard's cards, setpoints on those cards may still be editable depending on a user's role.

Write Access

Write Access allows the other users to both see and edit the dashboard. Any changes made to the dashboard from your account can be seen by the other users from their accounts. Likewise, any changes made to the dashboard from the other user’s accounts can be seen from your account. A group icon will show next to the name of the dashboard when viewed from all users’ accounts. Hovering a cursor over the icon displays a message stating the number of users with whom the dashboard is shared.

Note: It is advised that not more than one user customize a card at the same time. If multiple users are in a card’s customize mode at once, the user who exits customize mode last (by clicking the pencil icon) will overwrite the other user(s) changes.

Share Copy

Share Copy makes “snapshot” copies of the dashboard as it is currently set up and shares those copies with the other users, which they can then customize as needed. The original dashboard and its copies are not connected in any way. Any subsequent changes you make to the original dashboard will not be reflected in the copies shared with the other users. Likewise, any subsequent changes that the other users make to their copies will not be reflected elsewhere.