Manage dashboard access

By default, the dashboards you create are private. If you want your teammates or colleagues to be able to view or edit your dashboards, you can grant them access.

Grant access from the dashboards list

To give access to a dashboard from the dashboards list:

  1. Select Dashboards to go to the dashboards list.

  2. Select More actions () > Manage access for the dashboard you want to share. A pop-up will appear.

  3. Optional: Change the dashboard access to allow anyone to view or edit the dashboard.

  4. Search for and add the people or groups you’d like to give access to.

  5. Select the permission level you’d like to assign to them. Read more about the different dashboard permissions.

  6. Select Add.

  7. Select Apply to save the access settings.

Grant access from the dashboard

  1. Open the dashboard you want to share.

  2. Select the lock icon (). A pop-up will appear.

  3. Optional: Change the dashboard access to allow anyone to view or edit the dashboard.

  4. Search for and add the people or groups you’d like to give access to.

  5. Select the permission level you’d like to assign to them. Read more about the different dashboard permissions.

  6. Select Add.

  7. Select Apply to save the access settings.

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