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Lesson: Sharing Dashboards

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Once you have created a custom dashboard that displays your monitoring data in a way that best suits you, it seems only natural that you might want to share it with your colleagues. In this lesson, you’ll learn how to do just that!

How to share a custom dashboard

Note: Only members of the Administrators operator group can share dashboards. Please contact support if you want to activate dashboard sharing for other operator groups as well.

To share a custom dashboard:

  1. Open the dashboard you want to share.

  2. Click the hamburger icon in the quick action menu. The dropdown menu opens.

  3. Select the Share option.

  4. You will then be prompted to choose how you would like to share your custom dashboard:

    screenshot dashboard sharing options

    Private — Only you can view and change the dashboard.

    Everyone — All operators can view and change the dashboard.

    Custom — Specific operators get rights to the dashboard.

    Tip: You can also click on the gear icon (next to the hamburger icon) to open the dashboard settings, then select the Sharing tab.

  5. If you choose Custom, you will see a list of operators (and operator groups) currently given permissions to the dashboard in question. You can edit or delete these existing permissions, or click Add permission to include another operator or operator group.

  6. When you add a permission, you will be prompted to select the operators or operator groups you’d like to give permissions to.
    The permissions options are view only or full control, which allows an operator to view and modify the dashboard.

  7. When you are done with all changes, click Set.

  8. Click Save above the dashboard.

How to schedule a custom dashboard report

Looking to figure out how to schedule a custom dashboard report?

Good news! You don’t actually have to learn anything new – scheduling a custom dashboard report works the same way as the way you schedule a default report, which you learned about in the previous course.

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