Dashboard Team/User Visability Options

The ability to share specific dashboards with specific teams or users. As any company, we have access rights to information as well as programs.  Currently, anyone in the company can see all shared dashboards, unless I keep them private, or I would have to create personal dashboards on each users pc and also manage those dashboards from the user's physical pc/account with any future changes or updates.  This has become an issue here within the ranks because, in essence, a temp employee can see the same information our CEO can see.

Thank you for all your support and future upgrades.   

HubSpot updates
10 Replies
SarahAB
Regular Contributor

You can definitely share dashboards with other team members, but what happens when you are in multiple teams. So for example, as the VP of marketing, I'm in the Marketing team as well as the Executive team. In creating a dashboard to share with my other executives, it seems that it is also shared with all the marketing team members as there is no way to specify which team to share with. 

 

that would be awesome!

MattF
Top Contributor

This is a great idea and something we're looking to accomplish in our org as well. Certain dashboards should only be visible to certain individuals/teams instead of just "Private" or "Shared" with everyone.

Niccofyren
New Member

At our company we are looking for a solution to display some specialy adjusted dashboard on monitors around our offices. To make this happen we are specifically looking for the option of generating a no-login share link to a specific dashboard. This would enable us to display the dashboard on any monitor without requiring (repeated) login from an actual acount. Basically the same share-url logic (not share with users logic) used by Google Drive, Dropbox and other storage providers.


Example url from Google Drive:

https://drive.google.com/open?id=0BxtEUqDBB-BwNFJaQ3RsMFBnLWM

 

As long has this share url is long and with enough entropy there should be no risk of this url being bruteforced by an outsider.

spogue
Top Contributor

Yea this is a no brainer. A dashboard to only share with my direct reports are pretty essential in my opinion. 

NCO
Regular Contributor

Where are we with this, Hubspot?

dave
Occasional Contributor

Are we getting anywhere with this?

jpiepmeier
New Contributor

YES! Our clients need this as well. Seems like a no-brainer. 

CarolineOMCM
New Contributor

Please make this change to Dashboards! It would make my life so easy if I could share with specific people or teams.

blawlorSJ
Occasional Contributor

We're on this train too. We have the reports Add-on and want to set up weekly sales reports for our team and their managers. Currently we need to create 3 dashboards per user - what a pain! 

Abigailchia
Occasional Contributor

Hi team, sharing my customer's use case here. For some companies, there may be certain dashboards created and used by management that they do not want shared with the rest of their employees. With the current feature set, we are not able to restrict viewing permissions to only certain members or certain teams. As there may be sensitive details in these custom curated dashboards, having the ability to set visibility permissions would improve the usability and usefulness of the tool.