Share a dashboard

Share a curated set of data or a collection of resources in a highly visual way with a dashboard.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • Owner
  • Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

There are three ways that you can give others online access to your dashboard:

  • Drag the dashboard into a workspace from Browse.
  • Share it directly with the Share button at the top of the dashboard
  • Publish it with the Publish option in the File menu. 

You can also print your dashboard by choosing Print from the File menu in the upper-left corner of your screen. 

Store a dashboard in a workspace

  • You can share a dashboard with a collection of people by storing it in a workspace.

     

  • People with permission to edit content in the workspace automatically have permission to view the dashboard, but to edit the dashboard, they require admin permission.

     

  • People shared to a dashboard with Editor or Commenter permissions through a workspace can't edit the dashboard.

For more information about using a workspace for sharing, see Workspace sharing and Moving existing items into a workspace.

Publish a dashboard

To publish a dashboard, select the Publish button in the upper-right corner of the dashboard.

A published dashboard automatically refreshes once every 10 minutes. This behavior can't be customized or deactivated.

Share a dashboard

  1. Open the dashboard that you want to share.
  2. Select the Share button at the top of the dashboard.

If your dashboard lives within a workspace, you can choose to share the whole workspace or just the specific Smartsheet item from the Share button dropdown.

Unified share button
  1. Under Invite people and groups, type or select the email addresses of the people or groups you want to share the dashboard with. Separate multiple email addresses with a comma or semicolon.
  2. In the Permissions box, select Admin or Viewer.

Dashboards only allow you to set Admin or Viewer permissions.

  1. Under Customize message, choose whether to send a notification email, to modify the subject line, or to create a personal message to clarify with collaborators about why you're sharing the dashboard with them.
  2. Select Share.

 

To change a collaborator's permission level or to stop sharing the dashboard with a collaborator:

  1. Select the Share button at the top of the dashboard.
  2. Open the Collaborators section, hover over the name of the person or group, and choose one of the following:
    • To change the permission level, select a new one from the dropdown list.
    • To remove the collaborator from the list, select the Remove From Sharing button (the X to the right of the permission level).