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.
16 comments
Julia DiGregorio
tony What I want is a dashboard that shows opened, close and pending tickets for a month. When I send it to the customers I want them to only see their data. Do I need one dashboard for each customer or does the system determine the results based upon what the customer is allowed to see on their contact record (my organazation tickets). I have 800 customers and want 1 dashboard to display only the data that customer is entitled to see
0
Tony
you can create a dashboard that specifically shows what to see, then share it to your users. I don't believe the system can determine it autonomously at the moment.
Best,
0
Julia DiGregorio
Tony What I am doing now is creating a clone of a dashboard for each customer and then filtering by organization. What I want to know is can I setup 1 dashboard and have the system control what data they see for their organization only
Thanks
JD
0
Tony
if you want to show specific things to specific users, then multiple dashboards might be the correct solution. Otherwise, you can share the same one with multiple users.
Best,
0
Julia DiGregorio
Do you need a separate dashboard per customer or can they all share one but see only their own data
0
Gabriel
I hope all is well! At the moment, sharing/scheduling dashboards with end users are the best option. We have taken your feedback internally!
I hope this helps! Thanks!
0
Martin
Hi @Rob Stack,
any chance zendesk will allow us to limit the sharing to not just external, but to make it available via jwt or sso to endusers? Cheers
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Erin O'Callaghan
Hi Bart, decompose and other interactivity options are automatically disabled when you share dashboards externally, so you won't be able to set specific permissions in that instance.
0
Bart
Rob Stack,
How do you set permissions for decomposition of reports when sharing a public link?
1
Permanently deleted user
Thank you Rob, I appreciate it!
0
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