You can 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.
This article contains the following topics:
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
- In Explore, open the Admin menu (
) on the left panel, then select Dashboard
sharing permissions (
). - On the Dashboard sharing permissions page, enable the Enable creating
public links to dashboards option.
- Click Save.
You can now create public links to dashboards.
Sharing an external link to a dashboard
To share a dashboard externally
- Depending on where you are in Explore, take one of the following actions:
-
From an open dashboard: Click Share.
-
From a dashboard in preview mode: Click Share.
-
From the dashboards library: Click the options menu (
) to the right of your dashboard's name and
select Share.
-
From an open dashboard: Click Share.
- Click Edit.
- In the Public link settings window, click Enable link
sharing.
- In the Password field, enter a secure password for the dashboard. The
password must have at least:
- 10 characters
- 1 uppercase character
- 1 lowercase character
- 1 number
- 1 symbol
If you don't want to password-protect the dashboard, clear the Password protected checkbox (not recommended).
Important: If a user attempts to access a password-protected dashboard and enters an incorrect password five times, the dashboard becomes inaccessible for all users for five minutes. - 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.
17 Comments
Hi,
When I "publicly" share a dashboard and add a password then the link works fine when I paste it in the Firefox address bar.
However, when I put this link in a Guide article the same link doesn't work. It seems to redirect to our Guide homepage. Even when I check 'open in new tab' the link doesn't work. Again, when I copy it from the link and paste it in Firefox, the dashboard appears.
Any insights? (pun intended for those migrating ;-) )
Hi Harold,
This is a creative workflow! I like it!
We did some testing and having a link to a dashboard in a Guide article as you mentioned did work when we tested. I'm curious if it is something permissions related. I'd like to take this into a ticket if you don't mind and do some troubleshooting with you directly?
Let me know if you're still having this problem and if you'd like me to create a ticket for you to do further troubleshooting!
Thanks!
Hi Elissa,
Sorry for not responding sooner. I've created a ticket a while back and it's being researched by te Guide dev team. It probably has to do with hostmapping
Hi Harold,
No problem at all! I'm glad you're getting that figured out with our team!
I love this option. I am running into an issue with it though.
I am utilizing this with a wallboard for the entire floor to see. I have it setup on a screen/pc that never falls asleep and set with an auto refresher that hits every 3 minutes to keep the data updated. It works great for about an hour and then the data from the datasets stops loading after it refreshes, its almost like it disconnects from the dataset. Anything on the dashboard that isn't pulling from the dataset still works.
This obviously makes our wallboards not work if the data breaks after an hour.
Any help?
@...
It's too bad you need to setup a dashboard for each customer. It would be great if you could create one dashboard to expose on the community and have it limit the results to the logged in company/user. I have been embedding the password in the URL I send out but it would be nice for the customer to be able to log into the community and get this information directly. We are looking at trying to create something through code but having to manage 600 dashboards is a nightmare
When I share a dashboard, are the contents static? For example, I share a dashboard the sums article views on Wednesday. Articles are viewed for the rest of the seek. If the person I shared the dashboard with runs dashboard, do they see updated results or the results from Wednesday? Do I have to re-run the dashboard and re-share it?
When sharing a dashboard the time filters don't seem to work - data filters update as expected, but changing anything on the time filter doesn't update the reports. Is there any way to enable time filters to work on a shared dashboard?
Hey Jacqui,
Are you using bookmarks to capture the desired time range in this dashboard?
Hi Justin,
I can't remember what the issue was now, but I think we did solve it.
Jacqui Tildesley do you have any tip to fix this? I have the same issue unfortunately...
Hi Ilaria,
I don't have access to the dashboard now as it was a client's one, but I think it was a mistake I'd made where I hadn't selected the right time filter.
Frustrating that I can't remember exactly, I mainly remember the 'face palm' feeling when I spotted the rookie error!
I am an admin, but I can't access that feature in the admin panel. Am I missing something?
Please make sure that you have the appropriate subscription plan that supports this feature. For reference, please see below screenshot:
To view subscription information for your account, please see this article: Viewing plan subscriptions.
I hope that helps. Thank you!
Could someone clarify the comment in this article that states:
The link takes you to the page discussing using filters and what not. This seems to indicate that the consumer of the shared report wouldn't be able to adjust the filters. However, when I tested it appears that they all work fine for the person with whom the dashboard was shared.
I only see the public link (and end user email delivery) option on the legacy builder. The beta builder, which you have a time limit for all users to migrate to before you deprecate the legacy builder, does not have these options that I can see. Can you confirm? I need to be able to give links to our customers for them to view performance data related to themselves. How will this be possible after the beta builder is the only dashboard option?
Can you please clarify whether I can use one link for all customers or whether I need to create one for each customer. Shouldn't the visibility on the contact level control the data they can see?
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