When youcreate a dashboardin Zendesk Explore, by default only you can see it. In this article, you'll learn how to share dashboards with other agents and admins, and how to publish dashboards to keep them up to date.
To learn more about sharing dashboards with people who don't have a Zendesk account, seeSharing dashboards outside of Zendesk.
Sharing dashboards with other agents and admins
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.
When you share a dashboard with a user who has the Viewer role, they can see and interact with the dashboard. When you share a dashboard with a user who has the Editor role, they will have full access to the dashboard.
To share a dashboard
- Depending on where you are in Explore, start sharing by doing one of the following:
- If you have the dashboard open, click the drop-down arrow next toShareand selectShare.
- If you're previewing the dashboard, clickShare.
- If you're in the dashboards library, click the Settings (
) icon to the right of the dashboard's name and selectShare.
- If you have the dashboard open, click the drop-down arrow next toShareand selectShare.
- In theShare dashboardwindow, select the users or groups that you want to share the dashboard with. If you’re not sure which users are in a group, hover your mouse overView infoto see up to 20 members of the group, organized alphabetically.
Tip:To stop sharing a dashboard with any user or group, simply clear the corresponding checkbox in this window. - ClickInvite.
Publishing dashboards
When you make changes to one of your dashboards, or to a report that's included on the dashboard, the changes aren't automatically re-shared with users. You must publish the dashboard to let users see the latest version.
To publish a dashboard
- Click theDashboardicon (
) in the left sidebar. - In the dashboards library, hover over a dashboard that you've created or cloned and clickEdit.
- In the dashboard, click the drop-down arrow next toShareand selectPublish. The next time users look at the shared dashboard, they'll see the latest version.
26 Comments
Hi Support Team,
I am using Zendesk Support Professional and would like to share my dashboard with Light Agents. However, after I had set the Explore Default Role as "Viewer" and shared the dashboard to the Light Agents, they are not able to see the dashboard (showed blank page).
Can you advise me?
@...,
Is there a way to filter dashboards / queries where they have been publicly shared. Sometimes we need to update the password when a business changes staff and they need to remove the option for that person to have access to it.
Would be great if there was a filter for it:
HiBart, I don't think there's currently a way to do what you want. However, I think it's a great suggestion so do consider adding it to our feedback section -https://support.zendesk.com/hc/en-us/community/topics/360001200913Thanks!
Hi Support Team,
I am wondering the same thing as@...mentionedearlier. Any update on this?
@...and@...-
I'm sorry to say that the ability to share Explore dashboards with Light Agents is only available at the Support or Suite Enterprise level:
Giving agents access with Support Enterprise custom roles
and see the Reports entry here:Understanding what light agents can do
I can understand that this would be frustrating if you've paid for Light Agent access via the Collaboration Add-on, so it's probably worth bringing this up with your account manager, and/or submitted a post in ourSupport Product Feedback forum.
Hi and thanks for elaborating on this.
I think it is better to mention that in order to publish a dashboard, you first need to edit the dashboard and then from the Share tab on the top right side you can select to publish.
Thanks
The automated emails that include a link to the dashboard are set to http rather than https which is causing some confusion with security. Are there plans to update these to https in the links themselves rather?
HiMonica, thanks for this great feedback. I'm going to open this as a ticket as I'd like to bring it to the direct attention of the product team, Thank you, you should hear something from us soon!
hi@...what are the automated emails? Is this just the invite to view a dashboard after it was shared? Or is there a way to schedule a DB link to be sent?
Thanks
When a dashboard is shared, the person receives an email. The email contains a button that says view dashboard. The link that the button directs to begins http
Couple of feedback items from us related to dashboard sharing
What Reshma said^^^ - i get a LOT of complaints (and questions) every time I share a dashboard, i end up spamming 100+ people . I'd be happy with an on/off switch.
Would you mind adding your feedback to ourFeedback - Reporting and analytics (Explore) , using our Product Feedback Post Template
to format your input? Then others like Kincy can upvote and add their use cases as well. Thanks!
Kincy Clark- upvote here:https://support.zendesk.com/hc/en-us/community/posts/4412880919322-Explore-Dashboard-Sharing.
@...I created a new post, but the format didn't make sense as it would have to split up all the requests, so I left that piece as is.
I see that when I share a dashboard with a Contributor, the user in the Contributor role receives an automated email. This is not a scheduled dashboard delivery, just a simple share. Is there a way I can edit or brand that automated email to them? Thanks!
Unfortunately, there's not currently a way to do that. If you'd like, please post to ourFeedback - Reporting and analytics (Explore) 话题,与尽可能多的细节可以提供阿布t your use case, so others can upvote and comment on your post. Thanks!
Hi, is there a way to share one dashboard tab to a specific agent? We would like to share CSAT reports with the agents regularly, but would rather that Agent A only can view his/hers own CSAT reports.
Do we today have to make one dashboard per agent in that case? Or is there a possibility to within the dashboard only give visibility so that Agent A can only view Explore tab 1; Agent B can only view Explore tab 2 etc?
Or is there a possibility to lock a certain filtration in the dashboard per agent and automatically share that from Explore?
HiGrete,
At the moment, there is no way to share one dashboard tab with a specific agent only to see his/her individual performance.
I have seen community posts from our other customers mentioning this as a feature request (see links to the posts below):
You can check them out and upvote them or you can create your own post to ourFeedback - Reporting and analytics (Explore)topic.
Specific examples, details about impact, and how you currently handle things are helpful for our product teams to understand the full scope of the need when working on solutions.
Stay safe!
为什么我不能保存和发布与过滤器我美吗ply when I create a dashboard?
Dipesh here from the Premier Team! You should be able to publish a dashboard with filter on then within Zendesk Explore.
For example when you create the dashboard - you only need to click thePublishoption to save it.
Then when you leave the dashboard page - you should still see it visible under the Dashboards Library page.
Let me know if you're having any issues with a specific dashboard and I can assume into the account to take a closer look!
Best,
Hi. To whom it may concern. Loving the Beta dashboard builder, really simplifies the process an time investment into building dashboards. Is there and ETA when a bug free iteration will be released. Really struggling with the publish Dashboard option. Once Published, you can't go back an make changes and then re-publish those changes. So I can vie my changes in the edit mode, but the recipients who I have shared the dashboard with, can't view my changes?I?s there a known workaround for this, or any eta when or if this is going to be resolved in the
beta dashboard builder? Many Thanks
当我去分享我的dashboard, regardless of whether or not the agents is an Explore viewer or account admin, the checkbox next to their name does not appear. Effectively, I can't share my dashboard with anyone. How do I fix this?
There is an edit option on the left hand side panel on the beta dashboard builder
Is there a way to share a dashboard without having it send an email?
Hi Rolf,
It is not possible to share a dashboard and not send an email at this moment. Users you've shared with will always receive an email invitation to view your dashboard.
Hope it helps.
Pleasesign into leave a comment.