How to Share Dashboards in Zendesk Explore
How can I share a dashboard with other agents and admins in Zendesk Explore?
To share a dashboard with other agents and admins in Zendesk Explore, you can use the Share feature. You can share dashboards with individual users or groups of users that have been added in Zendesk Support. Users you've shared with will receive an email invitation to view your dashboard.
To start sharing, open the dashboard and click the drop-down arrow next to Share, then select Share. Alternatively, if you're previewing the dashboard, click Share. In the dashboards library, click the Settings icon next to the dashboard's name and select Share. In the Share dashboard window, select the users or groups you want to share the dashboard with. If you’re unsure which users are in a group, hover over View info to see up to 20 members of the group, organized alphabetically. To stop sharing, simply clear the corresponding checkbox in this window.Learn more.
More related questions
What is the process for publishing a dashboard in Zendesk Explore?
Publishing a dashboard in Zendesk Explore ensures that users see the latest version of your dashboard after you've made changes. When you make changes to a dashboard or a report included on it, these changes aren't automatically shared with users….
Can I share a dashboard in Zendesk Explore without sending an email?
Currently, it is not possible to share a dashboard in Zendesk Explore without sending an email. When you share a dashboard, users will always receive an email invitation to view it. This feature ensures that users are notified about the shared…
How do I stop sharing a dashboard with a user or group in Zendesk Explore?
To stop sharing a dashboard with a user or group in Zendesk Explore, you simply need to clear the corresponding checkbox in the Share dashboard window. This action will revoke their access to the dashboard. To access the Share dashboard window,…
Can I schedule regular deliveries of shared dashboards in Zendesk Explore?
Yes, you can schedule regular deliveries of shared dashboards in Zendesk Explore. This feature allows you to automate the distribution of dashboards to users on a regular basis. To set up scheduled deliveries, you need to configure the delivery…
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