New Feature: Share Dashboard Items with Specific Users

Dashboards are most useful when the right people see the right data. Until now, sharing a dashboard item meant sharing it with an entire department — which works for broad visibility but not when you need to share a widget with a specific person who isn't in the same department, or when you don't want to expose data to everyone in a group.

Now you can share dashboard items with individual users in addition to departments.

How to share with users

1. Open your dashboard and click the gear icon in the upper right. Choose Manage.
2. Click the edit button on the item you want to share.
3. Click Share and pick the users (and/or departments) you want to share it with.

Who can share

• Department admins can share with users in the departments they administer.
• Master admins can share with anyone in the account.

How sharing behaves

• Selected users can view the item and its live data, in addition to anyone reached through department sharing.
• Access continues to honor existing role and permission rules — sharing a widget doesn't grant access to data the user couldn't otherwise see.
• You can update the recipient list or stop sharing at any time.

Use cases

• Cross-department visibility — share a workflow status widget with a stakeholder in another department without giving their entire team access.
• Executive dashboards — share specific widgets with leadership without cluttering their view with department-level details.
• Onboarding — share a curated set of dashboard items with a new team member to help them get up to speed.

See the full feature details for more.