---
title: "Custom Dashboard Sharing"
slug: "custom-dashboard-sharing"
description: "Learn how to share custom dashboards in Traceable with specific users or your entire organization, assign view or edit permissions, and manage access while respecting global role settings."
updated: 2025-08-12T05:28:51Z
published: 2025-08-12T05:28:51Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://traceabledocs.document360.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Dashboard Sharing

The **Custom Dashboard Sharing** feature allows you to share dashboards you have created with other users in your organization. You can provide either *view* or *edit* access, enabling collaboration on dashboard content while maintaining control over who can access or modify it. You can share dashboards with specific users or make them available to all users in your organization.

---

## What you will learn in this topic

After reading this topic, you will know how to:

- Understand the prerequisites for sharing a custom dashboard.
- Share a dashboard with specific users or with the entire organization.
- Assign view or edit permissions when sharing.
- Update or remove a user’s access to a shared dashboard.
- Understand how global role permissions affect dashboard sharing.

---

## Before you begin

- **Dashboard access permission** — The user you are sharing the dashboard with must have the **Dashboard** module enabled in their global role permissions.

![](https://cdn.document360.io/24f14f07-13d1-4684-8fae-6d8f811768ee/Images/Documentation/traceable_dashboard_sharing_5.png)
  - If a user lacks dashboard access at the global role level, they cannot open the shared dashboard, regardless of the view or edit permissions granted during sharing.
  - Global role permissions take precedence over the permissions you assign during dashboard sharing. Navigate to **Settings** → **Teams** → **Roles** tab to configure the role. For more information on Roles, view [Team and roles - RBAC](/docs/rbac).
- **Environment/cluster context** — Dashboard sharing works within the same environment (cluster). The recipient must access the shared dashboard from the same environment where it was created.

---

## Sharing a Dashboard

You can share a dashboard directly from the **Boards** page. Depending on your requirement, you can share it with individual users or make it accessible to everyone in your organization. Complete the following steps:

1. **Navigate to Boards**—****In the left navigation pane, select **Boards** → **Custom**
2. **Locate the dashboard**—****On the **All boards** page, find the dashboard you want to share.
3. **Open the share menu**—****Click the **More actions** icon (three vertical dots) next to the dashboard name and select **Share**.

![](https://cdn.document360.io/24f14f07-13d1-4684-8fae-6d8f811768ee/Images/Documentation/traceable_dashboard_sharing_1(1).png)
4. **Add recipients**

![](https://cdn.document360.io/24f14f07-13d1-4684-8fae-6d8f811768ee/Images/Documentation/traceable_dashboard_sharing_3(1).png)
  - In the *Type an email address to invite* field, enter the email address of the user you want to share with.
  - From the dropdown, select the permission level:
    - **Viewer** — The user can view the dashboard but cannot modify it.
    - **Editor** — The user can modify the dashboard, including adding or updating widgets.
5. **Set organization access (optional)** Use the **Organization Access** dropdown to control whether everyone in the organization can view or edit the dashboard:

![](https://cdn.document360.io/24f14f07-13d1-4684-8fae-6d8f811768ee/Images/Documentation/traceable_dashboard_sharing_4(1).png)
  - **Off** — No organization-wide access.
  - **Viewer** — All organization members can view the dashboard.
  - **Editor** — All organization members can edit the dashboard.
6. **Save changes**—****Click **Save Changes** to apply the sharing settings. The recipient will receive an email with a link to the shared dashboard.

---

## Editing and removing access

- **Changing permissions** — You can update a user’s permission level (Viewer ↔ Editor) from the same **Share** dialog.
- **Removing access** — To revoke a user’s access, select **Remove** from the dropdown next to their name in the Share dialog.
- **Deleting a dashboard** — If you delete a dashboard, it is removed for all users it was shared with.

---

## Important notes

- **No cascading shares** — Users who receive a shared dashboard cannot share it with others. Only the dashboard owner can initiate sharing.
- **Permission precedence**:
  - If the recipient’s global role permission for Dashboards is *View*, they will only have view access to the shared dashboard, even if you assign them *Edit* permission during sharing.
  - If the recipient’s global role permission is *None*, they cannot access the dashboard at all.
- **Email notifications** — Recipients receive an email notification with a link to the shared dashboard.

## Related

- [Boards (Overview and Custom Boards)](/boards.md)