Sharing and publishing dashboards

What's my plan?

When you create a dashboard in Zendesk Explore, by default only you and users with the Admin role can see it. In this article, you'll learn how to share dashboards with other users and publish dashboards to keep them up to date.

To learn more about sharing dashboards with people who don't have a Zendesk account, see Sharing dashboards outside of Zendesk.

This article contains the following topics:

• Sharing dashboards with other users
• Publishing dashboards

Sharing dashboards with other users

You can share dashboards with individual users or groups of users that have been added in Zendesk Support. Users you've shared with will receive an email invitation to view your dashboard.

When you share a dashboard with a user who has the Viewer role, they can see and interact with the dashboard. When you share a dashboard with a user who has the Editor role, they will have full access to the dashboard.

Users with the Admin role can see and edit all dashboards across the account by default, so you don’t need to share dashboards with them manually. However, sharing with admins does allow the dashboard to appear on their Shared with me tab in the dashboards library.

To share a dashboard

1. Depending on where you are in Explore, start sharing by doing one of the following:
   • If you have the dashboard open, click the drop-down arrow next to Share and select Share.

     

   • If you're previewing the dashboard, click Share.

     

   • If you're in the dashboards library, click the Settings () icon to the right of the dashboard's name and select Share.

     

2. In the Share dashboard window, select the users or groups that you want to share the dashboard with.

   If you’re not sure which users are in a group, hover your mouse over View info to see up to 20 members of the group, organized alphabetically.

   Note that the users you’re sharing the dashboard with might see different data in the dashboard depending on their Explore access.
   Tip: To stop sharing a dashboard with any user or group, simply clear the corresponding checkbox in this window. When you stop sharing with an admin, they can still see the dashboard on the All tab of the dashboards library, but not on the Shared with me tab.
3. Click Invite.

Tip: You can schedule shared dashboards to be delivered on a regular basis. See Scheduling dashboard deliveries for more information.

Publishing dashboards

When you make changes to one of your dashboards, or to a report that's included on the dashboard, the changes aren't automatically re-shared with users. You must publish the dashboard to let users see the latest version.

To publish a dashboard

1. Click the Dashboard icon () in the left sidebar.
2. In the dashboards library, hover over a dashboard that you've created or cloned and click Edit.
3. In the dashboard, click the drop-down arrow next to Share and select Publish. The next time users look at the shared dashboard, they'll see the latest version.