Sharing Dashboards

    Shared dashboards are ideal for cross-team collaboration. There are so many possibilities when it comes to sharing in Analytics.

    Here you will find more information about the permission roles and the available sharing scenarios:

    Note

    Sharing Folders. Rules for dashboards sharing in this article also apply to sharing folders.

    Sharing Your Own Dashboards with Other Users

    To share a dashboard created by you with individual users you need to:

    1. Access the Share dialog - Open the overflow menu and choose Shared With.
    Accessing the sharing dialog of a dashboard

    Once you have shared a folder with other people, the files will appear under the Shared with Me section in the left panel. Alternatively, they can find the files when they open My Analytics and click/tap on Shared with Me that is under Filters.

    Finding the Shared with Me option in different sections

    1. Choose the users you want to share the dashboard with - Enter the e-mail addresses or the names of the people you want to invite and click/tap on Close.
    Choosing with whom to share a dashboard
    1. After selecting the users, click/tap on Update. The dashboard will be shared automatically with the selected users if they are part of your Organization. Other users will be able to see the dashboard in the Shared with Me section after they have accepted the invitation.
    Update button in the shared with dialog

    You can change the access level for users at any time when you are the owner of the dashboard by accessing the Share menu. You will see a list of all users you have shared the dashboard with and their access level. In order to change their access level, open the drop-down menu next to their name.

    When you are the owner of the dashboard, you can also unshare it at any time by accessing the Share dialog and selecting Remove from the drop-down menu next to any member's name.

    Remove a member option

    In general, a user can have one of the following permissions:

    • Owner permissions - the user can create, edit, share and delete.

    • Contributor permissions - the user can create, edit, share (with the owner's approval), and delete. Keep in mind that the user cannot delete the item that was shared with them (Dashboards/Dashboard Lists).

    Sending a request to the owner in order to share a dashboard
    • Viewer permissions - the user can view a dashboard. They can also share it with another user after the approval of the owner.

    Sharing a Workspace's Dashboard with Other Users

    Any member of a workspace can share the workspace's dashboards with other users. To do this, go to the Workspaces tab and choose a dashboard from the Dashboards section. Then, follow the steps in Sharing your Own Dashboard with Other Users. Keep in mind that the owner of the workspace needs to approve the request first in order for a member to share a dashboard with another member.

    Sharing a Dashboard with a Whole Workspace

    You can share a dashboard you have access to with a workspace instead of individually with every workspace member.

    To do this, choose a dashboard from the Dashboards section in My Analytics or Workspaces tab. Then follow the steps in Sharing your Own Dashboards with Other Users.

    Note

    You can share a dashboard with any public workspace that is part of the Organization, whether you are a member of it or not. You can also share with private workspaces that you are a member of.

    See Also

    When you have used a data source file located on a cloud service to build a dashboard, you will need to grant access to this file to successfully share your dashboard. To learn more, read Sharing Dashboards with Cloud Files as a Data Source.