Sharing Explore dashboards outside Zendesk

Important: You can also share external links to dashboards if you are using the Explore Professional (Legacy) plan. You have this if you were migrated from Insights to Explore or if you're currently using Insights. To check which Explore plan you are using, see Viewing and managing plan subscriptions. If you're using the standard version of Explore Professional, you can't share dashboards externally.

Use the procedure in this article to share a link to a dashboard with external users who do not have a Zendesk account. The link can also be used to display the dashboard on a television or monitor. Users will have view-only access to the dashboard with the following security measures:

• Interactivity options are disabled when you share dashboards externally. For details about interactivity options, see Interacting with dashboards.
• Any IP restrictions configured in your Zendesk instance will be enforced and links will only be accessible from that IP range. For details about IP restrictions, see Restricting access to Zendesk Support and your Help Center using IP restrictions.

Important: Public links can be accessed by anyone on the internet, regardless of whether they have a Zendesk account. Always consider protecting your dashboards with a strong password. Record the password and store it securely in accordance with your organization's security policies. Additionally, always review the content of any dashboards you share externally to ensure that sensitive data is not leaked.

This article contains the following sections to help you enable link sharing, then share external links to Explore dashboards:

• Enabling external link sharing
• Sharing an external link to a dashboard

Enabling external link sharing

Before you can start sharing external links, an account owner or admin must enable this from the Explore admin menu.

To enable external link sharing

1. In Explore, open the Admin menu () on the left panel, then select Dashboard sharing permissions ().
2. On the Dashboard sharing permissions page, enable the Enable creating public links to dashboards option.

   

3. When you are finished, click Save.

You can now create public links to dashboards. For more information, see Configuring Explore Enterprise dashboard sharing permissions.

Sharing an external link to a dashboard

Now that you've enabled sharing dashboard sharing, you can start creating and sharing links.

To share a dashboard externally

1. Open the Share dashboard menu using one of the following methods:
   • From an open dashboard: From the Share drop-down list choose Share.

     

   • From a dashboard in preview mode: Click Share.

     

   • From the Dashboards library: Click Share from the settings () drop-down list to the right of your dashboard's name.

     

2. The Share dashboard page opens.

   

3. From the Share dashboard page, click Edit.
4. On the Link settings page, click Enable link sharing.

   

5. Enter a secure password for the dashboard. You'll need to let your dashboard viewers know what the password is. If you don't want to password-protect the dashboard, disable the Password protected checkbox (not recommended).

   

6. When you are finished, click Save.

   The Share dashboard page indicates that link sharing is now on. You can click Edit to modify your settings or Copy link to copy the dashboard link to your computer's clipboard.

   Users can click the link to open the dashboard in a web browser or display the dashboard on a television or monitor.