Adding members to a dashboard

Manage access to dashboards

You can make a dashboard accessible to others by adding them as members. By default, only the creator and platform admins can access a newly created dashboard.

Access levels are determined by assigned membership roles.

For a detailed list of membership roles, see Manage access to Dashboards .

Manage Members of a Dashboard

To share a dashboard, you must be an Owner. Follow these steps:

1. Navigate to the Dashboard detail page.

2. Click the ... button in the top right corner.

3. Select Manage Members from the dropdown menu.

4. A dialog will display a list of identities and their roles for this dashboard.

5. Click the + button to add a member or the pen icon to edit a member's role.

6. Select the user or group and the role to grant.

7. Click the ✔ Confirm button to apply the changes.

8. Close the dialog by clicking the Close button.