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Dashboard Permissions

To keep your information safe and secure, we offer several different types of permissions—account permissions, board types, board permissions, column permissions, and dashboard permissions. Dashboard permissions or restrictions are meant to give the owner of the dashboard control over what information can be changed on the dashboard level.

 

Dashboard Types

Unlike boards, there are only two types of dashboards; Main and Private. There are no Shareable Dashboards because all dashboards can be shared following the steps in the next section of this article. 

  • Main Dashboards

Main Dashboards can be viewed and interacted with by any team members in your account. 

  • Private Dashboards

Private Dashboards are visible only to dashboard subscribers. Learn how to subscribe team members in the next section of this article. 

 

When you create a new dashboard, it is automatically created as a Main Dashboard, but you can easily make it private by clicking the 3 dot menu at the top right corner of your dashboard and selecting "Change type to Private", like this:

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Switch it back to Main at any time, by following the same steps, this time selecting "Change type to Main". 

 

Dashboard owners, guests, and subscribers

  • Dashboard Subscribers

Dashboard subscribers are people who are able to view and interact with a dashboard. On a Main Dashboard, anyone on the account can view the data and make themselves a subscriber. On Private Dashboards, subscribers must be invited by a dashboard owner using the following steps.

Click "Share" in the top right corner of your dashboard, and then click "Subscribers & Guests" like this:

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You'll see a pop-up window with a list of subscribers! 

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Click the search bar and begin typing in the name or email address of the team member you'd like to subscribe to your dashboard!

  • Remove subscribers

You can remove a subscriber from your dashboard by clicking the 'x' beside their name, just like this:

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  • Dashboard Owners

By default, the person who created the board is automatically a dashboard owner. Owners will see a blue crown next to their name on the list of dashboard subscribers. To add more owners, click on the grey crown icon beside the subscriber's name to turn it blue, making them an owner!

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  • Dashboard Guests 

Guests can be invited to view your dashboard by clicking "Share" and then selecting "Invite to the dashboard", like this:

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You can copy the link produced, and send to whoever you'd like, or you can type the guest's email address into the field below, and click "Send" to send them an invite to the dashboard by email!

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Note:  Guests who are invited to your dashboard, but are not members of your account will be invited as free, read-only viewers of your dashboard. Read this article to learn more about what it means to be a viewer. 

 

Who can make changes to dashboards?

Only dashboard owners can edit the dashboard itself and the apps and widgets within the dashboard. Some actions only dashboard owners can carry out include:

  • Toggling to "Edit" mode
  • Moving and resizing widgets
  • Adding new widgets
  • Deleting widgets
  • Adding or deleting connected boards
  • Subscribing or unsubscribing team members or guests
  • Changing dashboard type
  • Renaming or deleting the dashboard

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Some actions that everyone who is a dashboard subscriber, or a team member viewing a Main Dashboard can carry out include:

  • Printing the dashboard
  • Viewing the list of dashboard guests, owners, and subscribers
  • Switching to Dark or Light Mode
  • Viewing in TV/ Presentation Mode
  • Duplicating the dashboard
  • Adding the dashboard to your favorites
  • Filtering widgets
  • Viewing connected boards
  • Viewing widgets in full screen
  • Drilling down on widgets (this has a different meaning for each widget)

 

Requesting access

Private Dashboards cannot be viewed by account members or guests who are not subscribed to the dashboard or one or more of the connected boards. If you come across a dashboard that you do not have access to, you will see a message that looks like this:

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If you wish to access the dashboard, you can request access from the dashboard owner! Simply click "Ask for Permissions" at the bottom of the message to send a message to the owner. 

The owner of the dashboard will receive an email that looks like this:

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To grant access, the owner can click the "Open dashboard sharing" button to subscribe the team member!

If the team member or guest is not subscribed to one or more of the connected boards,  the owner will see the message below, allowing them to easily grant the requestor access to those boards with just the click of a button!

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Note: If the dashboard owner is not the owner of one or more of the connected boards, they will need to reach out to the board owners so that they can grant access to the requestor. 

 

Once access is granted, the requestor will receive an email that looks like this:

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They can click the "View in monday.com" button for a quick link straight to the dashboard. 

 

 

If you have any questions, feel free to reach out to our Customer Success Team at [email protected]. We are here 24/7 and happy to help :)