Dashboard Permissions
When a dashboard is shared with a Member, they access it through their Shared Dashboards section — a separate view from the dashboards Admins and Analysts work in. What they can do on that shared dashboard depends on the permission level they were granted: View or Edit.
Admins and Analysts can apply filters to a dashboard before sharing it. Those filters are permanently locked for anyone the dashboard is shared with — users with View and Edit permission will always see the dashboard through that filtered lens. See Share a Dashboard for details on how this works.
Permission Levels
View
The user can see the dashboard and its metrics as configured by the Admin or Analyst who shared it. They can adjust the date range within their session, but their changes are not saved — the dashboard resets to the Admin-configured state on refresh.
Edit
The user can view the dashboard and make structural changes to it. Edit changes are permanent and visible to everyone with access to that dashboard — this is not a personal working copy. Grant Edit access only to users you want making real changes to the shared dashboard.
What Each Permission Level Can Do
| Action | View | Edit |
| View metric | ✓ | ✓ |
| View row data (if enabled on invitation) | ✓ | ✓ |
| Add metrics | — | ✓ |
| Edit metrics | — | ✓ |
| Rename the dashboard | — | ✓ |
| Reorder metrics | — | ✓ |
| Change or remove dashboard filters | — | — |
| Share the dashboard with others | — | — |
Row Data Access
When inviting someone to a shared dashboard, you can optionally enable "Can view row data" — this allows the user to drill into the individual-level data points behind each metric.
Row data access can be granted to both View and Edit users independently of their permission level.
Who Can Share a Dashboard
Only Admins and Analysts can share dashboards with others. View and Edit permission levels do not include the ability to invite or manage access.