Introduction
Dashboards are your mission control centers. Whether you’ve built a masterpiece you want to share or you’re looking to declutter your workspace, here is how to manage them. Since there is no direct method to change the owner of a dashboard, use the below instructions to share your dashboard with the new owner, then have them make a copy of it, and then you can delete your dashboard if you want.
Table of Contents
How to Share a Dashboard
Sharing allows others to see your data visualizations.
- Open the dashboard you wish to share.
- From the More Actions (three vertical dots in the top-right corner) select the Share option.
- Select Users, Groups, or Roles to share. Grant the users, groups, or roles abilities to either view or edit the dashboard by choosing either the Add as viewer or the Add as editor button. You can allow the recipients to add, edit, or delete sharing permissions associated with this board by selecting the checkbox.
- Make sure to save your changes: Click Confirm.
How to Copy a Dashboard
Need a similar dashboard without starting from scratch? Just clone it.
- Open the dashboard you want to copy.
- From the More Actions menu (three vertical dots) in the top-right corner select the Duplicate option.
- Give your new dashboard a unique name. Optionally, you can also provide a description. Select the Duplicate button. You are now the owner of a fresh copy.
How to Delete a Dashboard
Before deleting, ensure no one else is relying on this specific dashboard.
- Open the dashboard.
- From the More Actions menu (three vertical dots) in the top-right corner select the Delete option.
- Click Delete in the confirmation pop-up.
Note: Deleting a dashboard does not delete the individual reports living on it; it just removes the layout.