Explore enables you to share public links to dashboards that anyone can view, regardless of whether they have a Zendesk profile. Additionally, you can schedule dashboard deliveries with end users.
If you're an account owner or an admin, you can control access to dashboard sharing for other admins and editors from the Dashboard sharing permissions menu. Use this article to learn about the permissions you can change.
Important: Always review the content of any dashboards you share or schedule externally
and follow your organization’s security policies.
Changing dashboard sharing permissions (Explore Enterprise)
Use this procedure to learn how to control access to dashboard sharing in your organization.
To configure dashboard sharing permissions
- In Explore, open the Admin menu (
) on the left panel, then select Dashboard
sharing permissions (
). - On the Dashboard sharing permissions page, configure the following
options as required:
- Enable creating public links to dashboards: Enables editors and admins to share public links to dashboards. This lets anyone with the link access the dashboard, regardless of whether they have a Zendesk account. For more information, see Sharing Explore dashboards outside Zendesk.
- Enable scheduling dashboards to end users: Enables editors and admins to schedule dashboard deliveries to end users. For more information, see Scheduling dashboard deliveries.
- When you are finished, click Save.
2 Comments
Rob Stack - Thank you so much for this update! We have been looking for this sharing feature. Unfortunately, due to it only being Enterprise, we apparently cannot use. We are a small startup, and the Enterprise plan just doesn't make sense for our model, and we've been properly scoped for Prof + Collaboration package over the past year.
Is there any way we could get this to be an add-on, or better yet, available on the Professional tier of plans?
Hi Jathan Désir thanks for the great feedback. Please consider adding this request to our Explore feedback page at https://support.zendesk.com/hc/en-us/community/topics/360001200913
That way, members of the product team will get visibility and other customers can vote on your request. Please also consider contacting Zendesk support directly using this link - https://www.zendesk.com/contact/
I hope this helps and thank you again for the feedback.
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