How to share Analytics dashboards with your team

Share an Analytics Dashboard with your workspace so your team can view and edit the same reporting setup.


Analytics Dashboards are private by default. When you share a Dashboard, workspace operators with access to Analytics can open, view, and edit it.


Crisp Analytics is available with the Essentials and Plus plans.



Share a new Dashboard with your team


You can make a Dashboard available to your team directly when creating it.


Steps


  1. Open Crisp, then go to Analytics → Dashboards.
  2. Click Create new dashboard.
  3. Enter a name for your Dashboard.
  4. Check Share this dashboard.
  5. Click Create Dashboard.



Once created, the Dashboard appears in the Dashboard list for workspace operators who have access to Analytics. They can view and edit the shared Dashboard.



Share an existing Dashboard


You can also share a Dashboard that was initially created as private.


Steps


  1. Open Crisp, then go to Analytics → Dashboards.
  2. Hover the Dashboard you want to share.
  3. Click ⋯ (More).
  4. Select Edit.
  5. Check Share this dashboard.
  6. Click Save Dashboard.


The Dashboard is now shared with workspace operators who have access to Analytics.



Private and shared Dashboards


The sharing setting determines who can access a custom Dashboard.


  • Private Dashboard → only you can view and edit the Dashboard
  • Shared Dashboard → workspace operators with Analytics access can view and edit the Dashboard


You can change this setting at any time by opening ⋯ (More) → Edit from the Dashboard list.


Sharing a Dashboard gives other operators access to edit it as well as view it. Changes made to a shared Dashboard can therefore affect the reporting view used by the rest of your team.



Related articles


Useful companion articles:

Updated on: 24/09/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!