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.

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