Share Dashboards

Note: The Dashboard Manager tool is required to share dashboards. Only users with the Reporting - Can Manage Dashboards permission have access to this tool. Learn more.

Warning: Any edits - such as resizing widgets, renaming, etc. - made to a shared dashboard will change the dashboard shown to all users with which it is shared.

Shared dashboards are personal dashboards that have been shared with others in an organization. This feature can be used to make standardized dashboards, customize the data users see on their Home page, and more.

1. Navigate to the Home > Dashboard Manager tool.

2. Select the ellipsis icon next to the dashboard and then Share dashboard.

3. In the Share Dashboard modal, take the following actions:

   1. Select the users to share the dashboard with from the Add users to dashboard field.

      Tip: The Add all users checkbox can be enabled to share with all Grant Managers in the organization.

   2. Specify permissions assigned to each user in the Dashboard Permission field.

      • View only - User cannot edit the dashboard.

      • Owner - User can make changes to the dashboard. This includes editing it, renaming it, adding and modifying widgets, sharing the dashboard with others, etc.

        Warning: Users are assigned View only by default. Only assign Owner to those users approved to edit the dashboard.

4. Save all changes to share with the users specified.

Dashboards that are shared with other users retain the layout, widgets, and settings used in the original version. When a shared dashboard is viewed by another user, its contents will only show the data that is accessible to them. This may result in different experiences for each user. For example, charts showing payments will appear empty or blank for users who do not have access to this data.