Question
I have a dashboard that is currently restricted to only some of my users. However, I want to grant access to a single tab within the dashboard to other users not included in these permissions. Is it possible to set tab-specific visibility permissions on a restricted dashboard?
Answer
No, it is not possible to define different viewing permissions at the tab level on an Insights dashboard. However, you may duplicate the dashboard and remove the unwanted tabs which would allow you to share a dashboard that is restricted to a specific tab.
To create a duplicate dashboard for sharing
- From the dashboard, select the Settings icon (
).
- Select Save as... and give the dashboard a new name.
- From the duplicated dashboard, select the Settings icon and choose Edit.
- Delete the unwanted tabs by selecting the arrow on the tab and choosing Delete.
- Save the dashboard and set new permissions via Settings > Sharing & Permissions.
2 Comments
This would be an awesome feature to have in Zendesk Explore!
This would be great. Instead of creating multiple dashboards. It would be beneficial to create one dashboard and create setting for permissions for each individual tab. Also, be able to share certain tabs within that one dashboard to only certain people and schedule at different times and dates.
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