Share your dashboards

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A dashboard is a tool for organizing and analyzing your Pendo reports and insights. You can share dashboards other users in your subscription and enhance them with widgets like text and embedded iframes to provide additional context for your data. This helps in building a narrative around the data and facilitates effective sharing with others. Sharing options for dashboards include sharing with all Pendo users in your subscription or with specific individuals within your subscription.

Share with your subscription

If you choose to share a dashboard with your subscription, this adds it to the dashboard directory for all users within your Pendo subscription. When sharing with your subscription, you can choose to provide viewing or editing access for everyone.

  1. To share a dashboard with your subscription, select Share in the top-right corner of the dashboard.

    Dashboard_Share.png

  2. Under Get Link, select Share with [subscription name].

     Dashboard_ShareWithSubscription.png

  3. By default, all users in your subscription are provided viewing access. If you'd instead like to grant editing access to all users in your subscription, select Viewer and select Editor from the dropdown list.

    Dashboard_Share_Access.png

If you ever need to remove dashboard access for your entire subscription, select Share from the dashboard, select your subscription name under Get Link, then choose Restricted.

Dashboard_Share_Restricted.png

Share with individual users

When you share a dashboard with an individual user, that user receives an email notification and is able to access it from their dashboard directory. A user can have viewer or editor access, and the dashboard owner can change or restrict access to users at any time. 

  1. To share a dashboard with a Pendo user, select Share in the top-right corner of the dashboard.

    Dashboard_Share.png

  2. Under Sharing with People, select the text box and enter the name or email of the user you want to share with, then select the appropriate user from the dropdown list. Repeat this step for as many users as needed. 
  3. If you want the selected users to have editing access to the dashboard, select Viewer and choose Editor from the dropdown list.

    Dashboard_Share_UserAccess.png

  4. Select Share to email the user an invitation to the dashboard, which includes a direct link, and add the dashboard to their dashboard directory.

If you need to adjust access of individual users, select Share from the dashboard, open the dropdown located to the right of their name, then select the appropriate access level:

  • Viewer allows the user to view dashboard content only.
  • Editor allows the user to view and edit dashboard content.
  • Remove restricts access to the dashboard. The individual user can only access the dashboard if you're sharing with the entire subscription or choose to share with them again.

Co-edit a dashboard

Multiple users can have editing access to the same dashboard, facilitating collaborative work on reports and insights. However, it's important to note that co-editing dashboards doesn't support real-time, simultaneous updates. If users make changes to a dashboard concurrently, they won't see each other's updates, and only the last saved version will be loaded the next time the dashboard is opened. This could potentially result in the loss of updates from one user if caution isn't exercised.

To mitigate this issue, it's recommended to edit the dashboard one user at a time. Additionally, if the dashboard has been static in your browser for an extended period, refresh the page to reload the latest version of the dashboard before you make any changes.

Access shared dashboards

If you select Dashboards from the left-side menu, you can find recently accessed shared dashboards within the Shared with me section.

Dashboards_SharedWithMe.png

To access all dashboards that you've created and that have been shared with you, open the dashboard directory using one of the following methods:

  • Within the left-side menu, select Dashboards > View all dashboards.

    Dashboards_ViewAllDashboards.png

  • While viewing a dashboard, select < All dashboards from the top-left corner of the page.

    Dashboard_AllDashboards.png

Within the dashboard directory, you can filter by dashboards Shared with me.

DashboardDirectory_SharedWithMe.png

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