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Sharing Dashboards with Your Team

Make any custom dashboard visible to everyone in your organization with a single click.

Understanding Public vs. Private

Every custom dashboard you create has a sharing status. New dashboards are private by default.

  • Private — shown with an orange border and lock icon. Only you (the owner) can see it.
  • Public / Shared — shown with a green background and building icon. Everyone in your organization can see it.

How to Share a Dashboard

  1. Open the dashboard you want to share.
  2. Find the sharing toggle in the dashboard header — it shows a lock icon (orange) when private.
  3. Click the toggle — it switches to a building icon (green), meaning the dashboard is now public.
  4. The dashboard immediately appears in everyone's "Shared" section.

To make it private again, click the toggle once more — it returns to the lock icon.

Who Can Do What?

Dashboard owner can:

  • View, edit, and rearrange the dashboard
  • Toggle between public and private
  • Add to favorites and schedule emails
  • Archive or delete the dashboard

Other team members can (if the dashboard is public):

  • View the dashboard
  • Add it to their own favorites
  • Schedule emails for it

Other team members cannot edit, change the sharing setting, or delete a dashboard they don't own.

Where Shared Dashboards Appear

  • "Shared" section in the Dashboard Catalog — shows dashboards other users have made public (your own dashboards appear in your regular list, not here)
  • "Recent" section — if you've recently viewed a shared dashboard, it appears here too
  • "Favorites" — if you've starred a shared dashboard, it appears in your favorites

Best Practices for Sharing

  • Name shared dashboards clearly. Everyone in your organization will see the name, so use descriptive titles like "Monthly Market Performance — Tourism Board" instead of "My Dashboard."
  • Maintain shared dashboards. If you share a dashboard, your team will rely on it. Keep it updated and relevant.
  • Don't over-share. Only make dashboards public that others genuinely need. Too many shared dashboards clutters everyone's Shared section.
Build with your audience in mind. For board presentations, keep dashboards high-level and visually clean. For internal use, you can include more granular data.