You can share dashboards with individual users and teams. The users and teams need to be set up before you can share a dashboard with them. To see how to set up new users and teams (and how to edit/remove them) click here. Please note you need to be an admin in your organisation to be able to change users and teams. 


You can either share a dashboard at the point of creating it, or share it after it's been made. It can be shared with individual users, or with entire teams. 


Remember that if a user wants a shared dashboard to appear as a tab, they must first select it from the dashboards list and then star it. Step four and five in the Adding a new dashboard guide covers this, click here to view it. 

Sharing a dashboard when you create it


You can share a dashboard as soon as you create it if you want. 


  1. Click the Plus + sign in the top right


  2. In the pop-up, give your dashboard a name and add a description if you want one (the description will show at the top of the dashboard)

  3. Choose whether to share it with individual users or teams. If you share it with a team, then all users within that team will be able to see the dashboard in their dashboard list


  4. Press Save

  5. You've now created your dashboard and shared it. To view it, click on the three lines on the left-hand side (this is your dashboard list) and click on the dashboard's name

    Note: if you are an admin of the organisation, you will be able to see everyone else's dashboards in this drop-down too

Sharing a dashboard after it's been created


You can share an already existing dashboard through the edit dashboard popup. 


  1. Select your dashboard, either by clicking on its name in the tab or selecting it from the dashboard list in the top left


  2. Once you are on the dashboard you wish to share, click the edit icon in the top right


  3. In the pop-up choose the teams/users you want to share it with, and click Save

  4. Your dashboard is now shared