How to Share & Publish Dashboards - Frequently asked questions
Discover answers to common questions about sharing and publishing dashboards in Zendesk. Learn about permissions, settings, and best practices for effective dashboard management.
Frequently asked questions
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…
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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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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