Reporting & Analytics

tomsedgwick
Contributor

Share dashboards with a team

SOLVE

Hi there,

 

We really want to be able to share dashboards within a team.

 

We really want to be able to create dashboards for management without everyone being able to see them.

 

I understand we can re-create a private dashboard for every user, but it's a pain. It would be so much easier if we could create dashboards that can be shared within a team.

 

Thanks,

Tom Sedgwick

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Share dashboards with a team

SOLVE

Hi @tomsedgwick 

 

This would indeed be useful - perhaps an idea for the ideas forum. 

 

In the meantime, while a bit clunky, could you create the dashboard privately, change the owner to someone in the management team and then share it from their account? 

 

It seems as if the sharing action does only share it with the team you are in.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Share dashboards with a team

SOLVE

Hi @tomsedgwick 

 

This would indeed be useful - perhaps an idea for the ideas forum. 

 

In the meantime, while a bit clunky, could you create the dashboard privately, change the owner to someone in the management team and then share it from their account? 

 

It seems as if the sharing action does only share it with the team you are in.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
fmoncayo
Member

Share dashboards with a team

SOLVE

I noticed that this query was posted a year ago.

 

I am trying to do the same, share a manager dashboard with a limited amount of people in the team.

 

Is there a way to do it now?

 

Thanks

0 Upvotes