Before assigning or sharing a custom dashboard, ensure you are familiar with the basics of creating one.
Sharing a Custom Dashboard
Open the Menu
Click the three dots in the upper-right corner of the page.
Select the Edit option.
Configure Sharing Settings
In the Edit menu, you can find the Shared with section.
Click the dropdown menu to choose who can view the dashboard.
Options include:
Select All – allows complete visibility to all users.
Specific individuals or groups – restrict access as needed.
Users who have a restricted account will only see the dashboards explicitly shared with them. Otherwise, they will not have access to any dashboard pages.
Dashboard Ownership and Permissions
The person who creates a custom dashboard is designated as the Owner.
Only the Owner can:
Edit the dashboard.
Change sharing settings.
Delete the dashboard.
Non-owners can:
Set the dashboard as their Home page.
Duplicate the dashboard to use as a template for their own custom page.
For more details on editing the layout of a custom dashboard, refer to this article.