Share an Insights dashboard

By default, dashboards in Insights aren't shared with anyone and are only accessible to the owner. However, after you publish a dashboard, you can share it with other users or groups in your Insights account. You can also choose to share the dashboard with everyone in your Insights account and make the dashboard visible on the Insights homepage for all users in your account.

IMPORTANT   Users who have access to the dashboard can also see the data used in the associated analysis.

After you share a dashboard, you can review the other users or groups that have access to it and control the type of access they have. You can revoke access to the dashboard for any user. You can also remove yourself from it.

Prerequisites

  • You have the Insights Author license.
  • You have the View Content permission.

  • You have at least one of these permissions:

    • View Analytics Data
    • View Classic WFM Data
    • View QM Data
    • View WFM Data
  • You have the Create Content permission.
  • You have the Share Content permission.

  • You have published a dashboard. See Publish an Insights dashboard for instructions.

Page location

Insights > Dashboards > Click a dashboard

Procedures

View who has access to a dashboard

  1. Click Share(upper-right corner of the page) and select Share dashboard. The Share dashboard page opens.

  2. Under Manage permissions, review the Users and Groups, and their Permission.

    Search for a specific user or group by filtering by email address or group name.

Revoke user access to a dashboard

  1. Click Share(upper-right corner of the page) and select Share dashboard. The Share dashboard page opens.

  2. Under Manage permissions, locate the user you want to remove and click the delete icon on the far right.

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