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How to Share Advanced Insights Dashboards

Sharing the Advanced Insights Dashboards organization-wide

Before You Start

What You'll Need

  • Administrative access to the EasyLlama dashboard
  • A Dashboard created by you
  • Access to the Insights section
  • Understanding of which dashboards should be shared organization-wide

Quick Reference

  • Default visibility: Private (only visible to creator)
  • Shared visibility: Organization (view-only for other admins)
  • Owner permissions: Full edit control regardless of share status
  • Non-owner permissions: View-only when shared (no edits, no widget changes)

Share a Dashboard with Your Organization

Step 1: Access your dashboard

  1. Log in to EasyLlama.
  2. From the left navigation menu, click Insights.
  3. Using the drop-down, select a Dashboard you’ve created and would like to share.
    • Your private dashboards are shown with a closed lock icon.

Step 2: Open share options

  1. To the right of the Add Widget button, click the three dot icon (⋮).
  2. Click Share settings.

Step 3: Configure access settings

The Shared Settings modal appears with:

  • Dashboard name displayed directly under the title
  • Access section with two mutually exclusive options:

Select one:

  • Private – To revoke previous access. Only you can view and edit this dashboard (default setting).
  • Organization – All admins in your organization can view this dashboard

Step 4: Save your selection

Apply the new access setting by clicking Save.

A confirmation appears:

  • If set to Organization: "Dashboard share access has been changed to: Organization."
  • If set to Private: "Dashboard share access has been changed to: Private."

Understanding Dashboard Access States

Owner Experience (You)

When the dashboard is Private:

  • 🔒 Private indicator (a lock closed icon) appears to the left of the dashboard name in the drop-down.
  • You maintain full edit permissions: add, remove, edit widgets; change positions; save as default
  • The dashboard is only visible to you

When the dashboard is Shared to Organization:

  • 🔓 Organization indicator (a lock open icon) appears to the left of the dashboard name in the drop-down.
  • Full edit permissions remain (owner privileges)
  • Dashboard is view-only for all other admins

Non-Owner Experience (Shared Admins)

When the dashboard is Shared to the Organization:

  • 👥 Organization indicator (persons icon) appears to the left of the dashboard name.

 

  • View-only access only – cannot modify anything
  • Restricted actions:
    • ❌ Cannot add, remove, or edit widgets
    • ❌ Cannot change widget positions
    • ❌ Cannot save as default
    • ✅ Can view all data
    • ✅ Use the Actions menu
      • Notify All

When the dashboard is Private:

  • The dashboard does not appear in the non-owner’s dashboard list
  • Non-owners do not have access of any kind

Dashboard Drop-down Indicators

Access State Owner View Non-Owner View
Private 🔒 Lock Closed icon Dashboard not visible
Organization 🔓 Lock Open icon 👥 Persons icon

Icons appear to the left of the dashboard name in the dashboard drop-down menu.

Important Notes

Helpful Tips

You can only share dashboards created by you

Only the original creator can share a dashboard. If you need to share a dashboard created by someone else, ask them to share it.

Dashboards shared with you are view-only

Organization access provides view-only permissions for non-owners. This ensures data consistency across the team.

Quick Questions

Can I share a dashboard with specific individuals rather than the entire organization?

Currently, dashboards can only be Private or shared Organization-wide. Individual sharing is not available.

What happens to shared dashboards if I leave the organization?

Dashboards remain accessible to the organization. Consider designating another admin as a co-creator for continuity.

Can I transfer ownership of a shared dashboard to someone else?

Not currently. Dashboard ownership is tied to the creator. If you need ownership transferred, contact EasyLlama support.

How do I know which dashboards are shared?

Look for the 🔓 (Lock Open) icon next to dashboard names you own, or 👥 (Persons) icon for dashboards shared by others.

Llama Fact: Llamas thrive in herds where information travels quickly—similar to how shared dashboards help compliance information flow efficiently across your admin team!