How do I grant users permission to view/edit dashboard?

When a dashboard is first created, the creator will be the only user. To provide individuals access to your dashboard:

• Go to ‘Settings’ at the top of the page

• Go to the ‘Dashboard Users’ tab

• Search and find the specific users from the ‘Add Users’ menu

• Click on the name of the users to add their name to the list of persons who can access your dashboard

• Go to the ‘Role’ column for the newly added user and select the appropriate level of permission.

The roles to choose from are:

• Dashboard Editor: gives the user editing and saving capability on top of viewing capability (i.e. editing the dashboard arrangement, editing queries)

• Dashboard Administrator: gives the user editing powers, the ability to invite new users and to delete the dashboard

Once you provide the right permissions, you can send the dashboard link to the users. Alternatively, the users can search and find the dashboard shared by clicking on the ‘Dashboard’ button at the top of their screens and opening the ‘Other Dashboards’ dropdown.

Updated on: 24/09/2025