NEW FEATURE: Sharing dashboards

When you create a dashboard in Explore, by default only you can see it. In this article, you'll find out how you can share dashboards that you and others created, and use the NEW Publish command to keep the shared dashboards up-to-date.

When you share a dashboard with a user who has the viewer role, they can see, and interact with the dashboard. If you share the dashboard with a user who has the editor role, they will have full access to the dashboard.

Individual users, or users in groups you added will receive an email invitation to view your dashboard. You can also schedule shared dashboards to be delivered on a regular basis. 

Note: When you make changes to one of your dashboards, or to a query that is included on the dashboard, the changes are not automatically re-shared with users. You must Publish the dashboard to enable users to see the latest version.

 

 

Sharing dashboards

You can share a dashboard while it is open, and you are editing it, or directly from the dashboard library.

Note: You cannot share dashboards with light agents.

Sharing an open dashboard

While you have an open dashboard that you have been editing, you can share it with your users using the following procedure:

To share an open dashboard

1. Open the dashboard you want to share. The dashboard opens in preview mode where you can click Share. You can click Edit if you want to make changes to the dashboard before you share it.
2. When you are ready to share the dashboard, click Share. This menu appears only on dashboards you created.

   

3. From the Share dashboard page, choose the groups or users you want to share the dashboard with, and then click Invite. Only users and groups that have been added to Zendesk Support can be shared.

   

 

Sharing a dashboard from the dashboards library

You can share a dashboard directly from the dashboard library without opening it.

To share a dashboard from the dashboards library

1. In the Dashboards library, click Share from the settings () drop-down list to the right of your dashboard's name.

   

2. From the Share dashboard page, choose the groups or users you want to share the dashboard with, and then click Invite. Only users and groups that have been added to Zendesk Support can be shared.

   

 

Publishing dashboards

When you publish a dashboard, this updates shared users with the latest version of it.

1. In the Dashboards library, click the dashboard you want to publish. This must be a dashboard that you created, or cloned.
2. In the dashboard, click Publish. You can also click Preview to see what shared users will see in the dashboard.

   

The next time users look at the shared dashboard, they see the latest version.