Share a curated set of data or a collection of resources in a highly visual way with a dashboard.
USM Content
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
- Open the dashboard that you want to share.
- 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 dashboard from the Share button dropdown.
- Under Add people by name, email or group, 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.
If you’re part of the Enterprise plan, your share modal shows recommendations of individuals and groups you commonly collaborate with. Select their name with one click and quickly share your item with them.
- In the Permissions box, select Admin or Viewer.
Dashboards only allow you to set Admin or Viewer permissions.
- In the Message (optional) field, create a personal message to communicate with your collaborators.
- Use the Notify people and Cc myself checkboxes to notify collaborators and decide whether you want to see a copy of the message sent to your inbox.
- Select Share.
Consider the following
When you go to share a dashboard, the Share window specifies that Recipients without a Member seat may be limited to View-only access.
Edit or remove permissions
To change a collaborator's permission level or to stop sharing the dashboard with a collaborator:
- Select the Share button at the top of the dashboard.
- Under Manage access, select the person or group you’d like to modify permissions for.
- Select Manage >
- In the Manage access modal, hover over the name of the person or group and use the dropdown to change their permission level or use the X to the right to remove them from the item entirely.
Manage access window
Search and sort collaborators
In the Manage access window, use the search and sort options to easily find the person or group you’re looking for to either modify or remove their permissions.
Review collaborators’ seat types
Ensure that collaborators you’re sharing your dashboard with have the right seat type to become Admin. As an Admin yourself, open the Share window, go to Manage access, and hover over a name to view that person’s seat type.
