Share Dashboards

Dashboards can be created and shared across every level of the organization. To stay current on what’s happening in the company, and to foster transparency across teams, you can share a dashboard across the entities – organization, team, and the user-level ones.

How to share a dashboard?

Navigate to the Dashboards page of your desired entity.
On the top-right corner, click on Share button.

Note:

There are two access levels:
1. Org-wide view access — anyone in the organization can view the dashboard. In addition, you can determine who will have edit access to the shared dashboard.
2. Private — only specific users will have access to the shared dashboard. You can choose the level of access each user will have - view or edit access to the dashboard.

Choose the access level for the shared dashboard — either org-wide view access or private access.
If you choose org-wide view access, you can add users who can make edits to this dashboard. If you choose private access, you can add users who can either have view-only access or edit access to the dashboard.
Use the search box to start adding users, and against each user, you can determine the access level for the specified user.

Organizational dashboard

Team dashboard

Individual dashboard

How do I revoke the access?

Navigate to the Dashboards page of your desired entity.
On the top-right corner, click on Share button.
Choose the access level from which you want to revoke the user-level access.
Against the user, you will find a dropdown menu. Select Remove from this menu to revoke the access for the user.

Permissions

The applicable permissions can be categorized for two types of dashboards — default and user-created ones. Default dashboards is provided by Ally.io across every level of the organization, while the user-created dashboards are created and maintained by the users for an organization, team, or an individual.

Permissions for default dashboards

Organization dashboard

By default, everyone in the organization can view the dashboard, but cannot make edits to it unless they are whitelisted.
Only the org admin and org owner can view, edit, and share the dashboard.

Team dashboard

By default, the team owners, team admins, org owners, and org admins can view, edit, and share the dashboard.
All the team members can only view the team dashboard.

Individual dashboard

The user, org owners, and org admins can view, edit, and share the individual dashboard.
Everyone else in the organization can only view the dashboard.

Permissions for user-created dashboards

Organization dashboard

The org owners and org admins can create new organizational dashboards.
The respective dashboard owners can share the dashboard, while the view and edit access is determined based on the privacy set while sharing the dashboard.

Team dashboard

The team owners, team admins, org owners, and org admins can create new dashboards for the team.
Only the respective dashboard owners can share the team dashboard, while the view and edit access is determined based on the permissions granted while sharing the dashboard.

Individual dashboard

The user, org owners, and org admins can create user-level dashboards.
Either the individual or the org owners/admins can share the individual's dashboard.

Note: Within a private dashboard, if you make check-ins on public OKRs, these check-in updates will still be visible to everyone in the organization from the OKR activity feed, owing to the fact that these are public OKRs.