Sharing Dashboard

You can share dashboards with other users by first adding them to your account and assigning the required dashboard permissions. Once the user is added, the dashboard can be shared directly from the Dashboards module.

Step 1: Add a New User

You can add users in two ways:

• Click the + (Plus) icon available on the top navigation bar, or
• Go to Settings → User Management.

Step 2: Invite the User

• Click Invite User.
• Enter the user’s email address.
• Multiple users can also be added.
• Click Next.

Step 3: Assign Roles and Permissions

• In the Permissions section, select the appropriate role for dashboard access.

Some commonly used dashboard roles include:

• Dashboard Admin – Full access to dashboards
• Dashboard View Only – Can only view shared dashboards
• Dashboard View Only and Ticket Agent – Dashboard access along with ticket permissions
• After selecting the required role, click Invite.

The invited user will receive an onboarding email to access the platform.

Step 4: Share the Dashboard

• Open the dashboard you want to share.
• Click the Share button available at the top of the dashboard.
• Select Share to Users.

Step 5: Select Users to Share With

• In the share popup, enter or select the user email ID.
• Click Share to provide dashboard access.

Additional Notes

• Only users with appropriate dashboard permissions can access shared dashboards.
• Shared users can view or manage dashboards based on the role assigned during invitation.
• You can manage or revoke user access anytime from Settings → User Management.