Share a dashboard with a person, team, role or everyone
Give view or edit access to a member, a team, a role or the whole workspace. Each viewer sees the numbers with their own permissions.
Before you start · for owners and managersEdit access to the dashboard
- You need: Edit access to the dashboard
Steps
How it works
Sharing gives the right to open the dashboard, not to see records. A sales rep at the “If responsible” level sees only their own records’ numbers, even on the manager’s dashboard.
An editor sees the full list of people it’s shared with: everyone first, then members, teams and roles by name. A viewer only sees “Shared with N people”.
The warnings list shows, for each team, role or everyone share, how many members won’t see the dashboard because their role doesn’t have the view permission. Members are counted, not named.
Adding a share that already exists doesn’t change it. “Owner” can’t be given through sharing; ownership only moves by transfer (Transfer a dashboard’s ownership or delete it).
Removing a share takes effect from the member’s next request.
The workspace owner and super admins can edit every dashboard without a share.
If something goes wrong
A real example
The sales dashboard belongs to the director, and the sales reps need to see it.
- She shared it with the “Sales rep” role as view only.
- A warning showed: 2 members didn’t have the view permission. She added it to their role in Create a role and set its permissions.
Each sales rep opens the dashboard and sees only their own numbers.