Sharing

Share your dashboards with other users to allow others to track the data on the dashboard or manage data and resources.

Key Features

• Role-Based Access Control - Three permission levels: User, Admin, and Owner
• Automatic Access - Shared dashboards appear instantly in the recipient's workspace
• Multiple Dashboard Support - Users can have different roles across different dashboards
• Granular Permissions - Control who can view, edit, manage data, and delete dashboards

Roles and Permissions

User Role

View-only access to the dashboard:

• Use dashboard - View the dashboard and all its widgets
• View data - See all data displayed in widgets
• No editing - Cannot modify dashboard settings, widgets, or data

Admin Role

Full editing access plus user management:

• Use dashboard - View the dashboard and all widgets
• View data - See all data displayed in widgets
• Edit all settings - Modify widgets, grid layout, and dashboard configuration
• Manage data - Access and manage Data Buckets and API Keys
• Manage Users - Invite and manage users with User role
• Manage Admins - Invite and manage users with Admin role

Owner Role

Complete administrative control:

• Use dashboard - View the dashboard and all widgets
• View data - See all data displayed in widgets
• Edit all settings - Modify widgets, grid layout, and dashboard configuration
• Manage data - Access and manage Data Buckets and API Keys
• Delete dashboard - Permanently delete the dashboard
• Manage Users - Invite and manage users with User role
• Manage Admins - Invite and manage users with Admin role
• Manage Owners - Invite and manage users with Owner role

Note: When you create a dashboard, you automatically become an Owner.

Permission Hierarchy

Roles follow a hierarchical permission model:

• Owners can manage everyone (Users, Admins, and other Owners)
• Admins can manage Users and other Admins (but not Owners)
• Users cannot manage anyone

You cannot assign a role higher than your own. For example:

• Admins cannot create Owners
• Users cannot create Admins or Owners

Management Resources Access

Data Buckets and API Keys:

• Can only be accessed and managed by users with Owner or Admin roles
• Are only accessible within the dashboard where they are defined
• Users with User role cannot view or manage these resources

Multiple Dashboard Access

A single user can:

• Be shared multiple dashboards
• Have different roles on different dashboards
• For example: User role on "Sales Dashboard", Admin role on "Marketing Dashboard", Owner role on "Team Dashboard"

Sharing Types

Currently available

• User Sharing - Share dashboards with specific individual users by email address.

Coming Soon

• Team Sharing - Share with groups of users
• Domain Sharing - Share with all users from a specific email domain
• Private Link Sharing - Create a private link
• Public Sharing - Create public access links for anyone

How to Share a Dashboard

Prerequisites

• The user you want to share with must have an existing Dashgrid account
• You must have Owner or Admin role on the dashboard
• You need to know the user's registered email address

Sharing Steps

1. Navigate to the dashboard you want to share
2. Go to the Sharing tab
3. Click + Share
4. Enter the user's email address (must match their Dashgrid account email)
5. Select the role: User, Admin, or Owner
6. Click Share

The dashboard will immediately appear in the recipient's workspace with the assigned role permissions.

Managing Shared Access

Viewing Shared Users

1. Select a dashboard and go to the Sharing tab
2. See a list of all users and their roles
3. View when each user joined the dashboard

Changing User Roles

1. Go to the Sharing tab
2. Open the user in the list
3. Switch to Danger tab
4. Click Save. Changes take effect immediately

Revoking Access

1. Go to the Sharing tab
2. Find the user in the list
3. Click Remove to revoke their access
4. Follow instructions to confirm
5. Takes effect immediately