Share a Dashboard with Your Team

Share a dashboard so your whole team is looking at the same lists, tasks, reports, and goals.

Before you start:

• Building and sharing custom dashboards is available on the Grow and Enterprise plans.
• You need to be the dashboard's owner to share it or hand it off to someone else.
• Save and name your dashboard before sharing it.

Share a Dashboard

1. Open the dashboard you want to share from the Dashboards dropdown.
2. Click Share in the top-right corner.
3. Toggle Share on. Dashboards are private by default 🔒.
4. Choose who gets access: Globally, a Team, or Specific Users.
5. Set each person's access level. Everyone starts as a Viewer unless you upgrade them to Editor.
6. (Optional) Add a custom message to include in the sharing email.
7. Click Save.

Who Can Do What

Role

Can do

Owner 👑

Full control — edit, share, transfer ownership, and delete the dashboard

Editor ✍️

Edit and share the dashboard, but can't delete it or transfer ownership

Viewer 👀

Read-only — can't edit or share

Transfer Ownership

Handing a dashboard to someone else — when you change roles or leave a team — takes a few clicks.

1. Click Share on the dashboard.
2. Select Transfer Ownership.
3. Choose the new owner from the dropdown.
4. Confirm the transfer.

Sharing works the same way for list views, dashboards, and reports. If a shared list view is used as a tile on your dashboard, its permissions carry over — so anyone you share the dashboard with can see the data in that tile. To take someone's access away, change the permissions on the source list view, not on the dashboard.

Need help? Contact support at customercare@pipelinecrm.com.