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
This is very frustrating... We had been on the Legacy Support Suite Professional and we were just upgraded to the Zendesk Suite Professional this month. Link sharing functionality was removed from Professional level and is now only Enterprise level? Perhaps in your chart of all the great things you will get if you upgrade it should include the things you are taking away. We had reports going out to all of our clients every week and now I would need to manually compile these and email them myself? So, I wasted hours of time training and reinforcing behavior with my client base to get them to used to the tools you have taken away. What a waste of my time building those dashboards.
You're right Brian, this shouldn't have been taken away. Zendesk, please reinstate this for Pro subscription. Thank you.
Agreed. Please bring this back. The Explore reports are far too complex, and the standard charts were far better.
Hi all -
We love that you're sharing your thoughts, but they won't be seen by product managers here. PM's subscribe to and provide updates in our product feedback topics in the Community. Here is the place to provide feedback related to Explore: Feedback on Explore
If you haven't posted there before, here are the product feedback guidelines and how to write an effective feedback post.
I am having an issue sharing dashboards. I've enabled the sharing permissions and sent an invite to the user, however the user/agent never receives anything. I then have to go back and copy the link and send it that way. Is there a reason the invite may not be going through?
Hi CaSonya Featherston I'm not sure why it wouldn't be sending so I'm opening up a ticket on your behalf so the team can investigate this. You should hear from someone soon. Thanks!
Thank you Rob, I appreciate it!
Rob Stack,
How do you set permissions for decomposition of reports when sharing a public link?
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.
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
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!
Do you need a separate dashboard per customer or can they all share one but see only their own data
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,
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
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,
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
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