Sharing Custom Dashboards | Getting Started Guide

 

New! Share dashboards across your company at the click of a button to:

  • Enhance cross-team alignment with a single ‘source of truth’ across your entire organization.
  • Improve transparency and information flow across departments for better collaboration and decision-making.

 

Step 1: Visit your Custom Dashboard and click on the Share button on the top right-hand side of the page:

ShareDash-Owner.gif

 

Step 2: Add a personal message to your colleagues

PLEASE NOTICE: Following the invite, all users in the account will receive an email notification inviting them to view the dashboard.

Step 3: Once receiving the email notification, users will be able to access your dashboard in a view mode (without the ability to edit it).

ShareDash-viewer.gif

 

FAQs

 

  1. Can I share dashboards with non-SimilarWeb users at my company?
    • You can share dashboards within your SimilarWeb account only, so all recipients will need a SimilarWeb user/license.
  2. How will my colleagues know that I shared a dashboard?
    • SimilarWeb sends an email to all users within your account with a link to the shared dashboard.
  3. Can I share dashboards with people outside of my company?
    • No, SimilarWeb dashboards can only be shared within your company.
  4. Can I share with specific people and/or all users in the account?
    • Currently, you can share your dashboard only with all users within your account. We are working hard to allow you to share with specific users within your account.
  5. If a dashboard is shared is it “view-only” for all other users?
    • Yes, the owner of the dashboard is the only one who can edit the dashboard metrics. When you share a dashboard, those you share it with can view it and interact with it, but can't edit it.
  6. If a dashboard is shared with me, am I able to edit it?
    • No. However, ‘view-only’ users of a dashboard are able to duplicate it in order to edit the dashboard. These changes will only appear under their user and not on the original shared dashboard.  
  7. If I update a dashboard after it’s shared, will it automatically update for everyone?
    • Yes!
  8. Can I stop sharing a dashboard?
    • Yes, if you are the dashboard owner then you can revoke access for all other users in your SimilarWeb account. .
  9. What happens if I share a dashboard with a custom asset (custom category/keyword group) in it?
    • This will work within the dashboard that was shared, but you won’t see it in your custom assets. If you duplicate the dashboard you will get this custom asset added to your user and can edit as required (this won’t be linked to the custom asset of the original user)

 

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