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How to share a dashboard with other people?

By default, each dashboard created are only for personal access and will not be shared across the workspace. If you would like to open the access of a particular dashboard to other workspace users or even people outside of Cyclops, you may follow the steps below.

Note that only admins, analysts and explorers can share a dashboard. On the other hand, regardless of your user role, you can only view dashboards shared by other users.


Sharing to Cyclops Users

Step 1: Click the “•••” icon next to the dashboard that you would like to share.


Step 2: Click [Dashboard Preferences]


Step 3: Go to the [Manage Access] Tab


Step 4: Select users or team by clicking the dropdown menu


Step 5: Click [Save]

The users will then see the shared dashboard appear in the “Shared with Me” section at the side panel.


Sharing to External People

Non Cyclops users may view dashboards on Cyclops through an shareable link. Follow the below steps to retrieve the link.

Step 1: In “Dashboard Preferences”, click the shareable link dropdown menu.


Step 2: You may either select “Anyone with the link” or “Anyone with the link and password”


Step 3: Click “Copy Link” and share the link to other people.


Step 4: Done!

When the recipient clicks into the link, he/ she will see the below screens.

This page will be reached only when “Anyone with the link and password” is set.
The recipient will directly reach this page if “Anyone with the link” is selected. He/ she will reach this page after the input password page if “Anyone with the link and password” is selected.
Updated on December 7, 2023

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