How do I share a Dashboard with my team?

Susan -

As a team admin or as part of a team, you will have advanced dashboard settings enabled.

  • Create a new dashboard or navigate to an existing dashboard.
  • Click on the burger menu top left (three lines)
  • Highlight any dashboard in the pop-out menu and click on the kebab icon (three dots) followed by Share with Team.
  • Select a team name from the list.  
  • The dashboard will then instantly be visible in the dashboard burger menu for all team members.
  • Team members will also get a desktop notification that the dashboard has been shared, and an alert will appear in the Team feed widget.
  • All team members can edit and add widgets to a shared dashboard.

For more details, visit the main Dashboard KB article.