Sharing Dashboards and Worksheets
On dashboards and worksheets, document owners and organization admins are able to share documents by clicking on the blue “Share” button in the top right of the published version of the report.
You can share directly with other users or share to teams.
If the target is a user, the sharer can grant them
- Can View, which enables the grantee the ability to access the report
- Can Edit, which enables the grantee to edit, publish, and share the report
- (If the sharer is an organization admin) Make Owner, which transfers ownership of the document to the specified user, who can then manage the access on the report
If the target is a team, the sharer can grant them:
- Can View, which enables the entire team to access the report
- Can Edit, which enables the entire team to edit, publish, and share the report
When something is shared with them, users will get an email and see the report in the "Share With Me" section of the left-side navigation.