How do I share a dashboard template as a System Admin?

Modified on Fri, 14 Nov, 2025 at 10:28 AM

How do I share a dashboard template as a System Admin?


To share a dashboard template as a system admin, follow these steps: 


  1. Open Dashboard Templates 
    Go to the Admin section or access the dashboard settings through the little pencil icon.


     
  2.  Choose Sharing Options  
    Click Share to open the sharing menu. You’ll see three options:

    Teams – Share the template with selected teams.
    Users – Share with specific individual users.
    Roles – Share based on user roles (e.g. Administrator, Viewer).

    Note: If you don’t select any of the above options, the template will be shared with all users by default.



  3. Save Your Changes
    Once you’ve selected your preferred sharing option, click Save. 

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