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Sharing Dashboards Internally
TL;DR
Open a dashboard, click Share, select a user, choose a role (Full, Editor, or Read Only), and click Save. Note: Collaborators, Contributors, External users, and Viewers can't share dashboards.
| Availability: Team, Business, Pinnacle, Apex. ; Unavailability: Free; |
All users except Collaborators, Contributors, External users and Viewers can share dashboards between Wrike users.
To internally share a dashboard:
- Navigate to the dashboard you’d like to share.
- Click the Share button 1 next to Change Layout button.
- In the search bar 2 start typing the name of the user with whom you want to share the dashboard and select them from the drop-down list.
- Select an access role for the user 3.
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Click Save 4.
Note
By default, users you share a dashboard with get the Full access role. You can choose a different role to control what they can do. The available roles are:
- Full – all user rights are available, including deleting and renaming the dashboard.
- Editor – the user can edit, delete, and rearrange widgets within the shared dashboard.
- Read Only – the user can view the dashboard but can’t make changes or share the dashboard with other users.
Your dashboard is now shared with the specified users. They’ll receive an Inbox notification that a dashboard has been shared with them.