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Include a custom message when sharing a dashboard
Posted Mar 21, 2025
Quick Overview
We'd like the ability to include a custom message when sharing a dashboard in order to clearly indicate the purpose of the dashboard and define key terms/metrics. Especially when sharing a dashboard with a user for the first time, it can be confusing to receive a generic email from Zendesk with no additional context.
Current Workaround
Currently we are sending an email to the users after sharing the dashboard in order to provide the necessary context, however the generic Zendesk email is still often missed or confused for spam.
Ideal Solution
Rather than a checkbox for “Send email notification,” the user should be presented with a pop-up after clicking “Invite people,” where they'll have the option to include a custom message.

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1 comment
Shawna James
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
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