Skip to main content

Move a dashboard into Team Documents

Sharing gives specific people access. Moving a dashboard into Team Documents makes it part of your company's shared workspace.

Before you move: permissions checklist

To move a document, you need both:

  • On the document you're moving: you must be the Owner or have the Manager role.

  • On the destination shared folder: you need at least Editor access.

If either is missing, the move will fail and you'll see a "You do not have permission" message.

How to move

  1. Open the dashboard.

  2. Click FileMove…

  3. Click Hub, then pick your company folder (or a subfolder inside it).

  4. Click Move.

⚠️ Heads up — ownership transfers when you move. When a document is moved into a shared folder, its ownership transfers to the folder's owner. If you want to retain ownership of your dashboard, only move it into shared folders that you own. Otherwise, you'll lose Manager-level control over the document the moment you move it.

If you see a "You do not have permission" message, ask whoever owns that folder to either grant you Editor access — or to move the document on your behalf.

Once moved, the dashboard will be visible to everyone with access to that Team Documents folder.


Did this answer your question?