Easily collaborate and share dashboards across your organization to ensure seamless communication. This article explains how to save dashboards and share them with others in your organization. Learn the difference between Save and Save As, how to manage dashboard ownership, and how sharing a dashboard also grants appropriate access to the underlying data for seamless collaboration.
- Save in Analyst
- Save in Event Response
- Save in Accumulations
- Save in Underwriting
- Sharing Dashboards
Save in Analyst
- “Save As” allows you to save a new dashboard without overwriting previously saved work.
- “Save Dashboard” will save the existing dashboard and overwrite anything that was previously saved.
Saved Analyst dashboards are automatically set to never expire.
Save in Event Response
Dashboards in Event Response are automatically saved when the analysis is first run. By default, Event Response dashboards expire after 90 days. The expiration resets whenever you open a dashboard. You can also set your dashboard to never expire by editing the expiration in your dashboard settings.
If you make changes to your dashboard, you can choose to manually save it by selecting “Save Dashboard” from the hamburger menu. Any dashboards you explicitly save will automatically be set to never expire. Please note that Event Response does not currently support a “Save As” option.
There is also a helpful Save as Template feature available in Event Response. Learn more in the Event Response Dashboard Template article.
Save in Accumulations
Dashboards in Accumulations are automatically saved when the analysis is first run, and they never expire. Currently, Accumulations does not support manually saving dashboards or using a “Save As” option.
Save in Underwriting
Dashboards in Underwriting are automatically saved when the analysis is first run. By default, Underwriting single lookups expire after 5 days and schedules expire after 90 days. This default may vary by organization. Contact us if you would like this default changed. The expiration resets whenever you open a dashboard. Currently, Underwriting does not support manually saving dashboards or using a “Save As” option.
Sharing Dashboards
There are two basic permission levels for dashboards: viewers and owners. Dashboard viewers can view and interact with the dashboard, but they cannot save over the dashboard. Only dashboard owners can save over the dashboard.
Access your dashboards via the “Dashboards” tab in the home interface. Click the settings icon to get to Dashboard Sharing.
Sharing dashboards with viewer access is a simple two-step process
- First, a user must have access to ALL datasets included in the dashboard – see the Sharing Data article for details on how to share a dataset. If a user does not have access to ALL datasets included in the dashboard, they will not be able to view the dashboard.
- Second, users need access to the dashboard. Viewer permissions can be turned on by enabling the “Sharing this dashboard” toggle. Any user who has access to the underlying data will be able to view the dashboard.
Dashboard owners
To give users permission to edit a dashboard, open the Dashboard Sharing screen and select ‘Add Owner.’ You’ll then see a list of users and groups that can be assigned as owners.
Adding an owner allows you to select specific users or groups and give them access to your dashboard and your underlying data all in one step. Anyone who didn’t already have access to the underlying data will be given Viewer permissions on the data.
Whether you chose to share with viewer or owner permissions, shared dashboards will show for those users in their Dashboard tab.
Who can see the dashboard?
On that same Dashboard Sharing screen, you can quickly see who has access to the dashboard. Look for the section labeled ‘Who can see this dashboard’ near the bottom of the page. Both viewers and owners will appear in this list.
To remove viewers, turn off the “Sharing this dashboard” toggle. To remove an owner, click “Revoke ownership” next to their name.
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