Dashboard visibility in Workspaces

With this new structure, dashboards now belong directly to the environment where they were created, either at the Organization level or within a specific Workspace. This brings more clarity, context, and productivity to your daily work.

What's Changing?

  • Organization Dashboards: remain visible to all members who have access to the Organization level.

  • Workspace Dashboards: are only visible within the Workspace where they were created.

  • Clear separation: when navigating inside a specific Workspace, you will no longer see dashboards from other Workspaces.

  • Cross-workspace sharing as templates: Organization admins can now share dashboards with specific Workspaces as templates, ensuring alignment and consistency across teams.

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Important: all dashboards created up until now will appear as Organization dashboards, ensuring that nothing is lost during this transition.

How to Create a Dashboard in the Right Place

1

Choose the right environment

Check whether you are navigating at the Organization level or inside a specific Workspace.

  • If you’re in a Workspace, the dashboard will only be visible within that Workspace.

  • If you’re at the Organization level, the dashboard will be accessible to everyone in the Organization.

2

Create the dashboard

  • Click on “+ New Dashboard.”

  • Give it a name and configure the widgets you need.

3

Share

  • Open the desired dashboard.

  • Click on “Share.”

  • Select the role: “Viewer”, “Editor” or “Admin”.

  • Choose if you want to share with:

    • The entire Organization (if you’re at the Organization level)

    • The current Workspace (if you’re inside a Workspace)

    • A specific person This ensures your team receives relevant information quickly and securely, without the risk of unauthorized changes.

Share Dashboards as Templates

It is now possible to share dashboards across Workspaces as templates, ensuring consistent structures and aligned analyses across different areas.

What this means:

  • An Organization admin can create dashboards, click “Share”, and select the Workspaces where that dashboard will be available as a template.

  • Within each Workspace, the dashboard will appear in view-only mode.

  • Edits can only be made from the original dashboard created at the Organization level.

This guarantees consistency and saves time, as all Workspaces start from the same foundation, without the risk of local changes affecting alignment.

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Get in touch with our support team. Your opinion is essential for us to keep improving the dashboard experience. Let us know what you think of this update!

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