Skip to main content

Share a dashboard with a teammate

To share a dashboard with one or more specific people:

  1. Open the dashboard from My Documents.

  2. Click Share in the top right.

  3. Type the teammate's name or email, set their permission level, and click Share.

The dashboard will appear in their Shared with Me folder.

Share with specific teammates

πŸ’‘ A note on permissions during the beta. Sharing today is at the document or folder level. More granular permissions (row-level access, attribute-based controls) are coming at GA.

Share vs. Move β€” which should I do?

  • Share β€” gives specific people access to a document that still lives in your My Documents. Good for one-off collaboration or work in progress.

  • Move β€” puts the document in Team Documents, where everyone with access to that folder can see it. Good for finished work that should be discoverable org-wide.

For move instructions and the permissions you need, see Move a dashboard into Team Documents β†’.


Did this answer your question?