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Zendesk is a customer support and ticketing software for seamless service experiences.
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How to share a dashboard in Zendesk Explore

Here is how to share a dashboard in zendesk explore

  1. First in Zendesk Explore, click on the "Dashboards" icon in the left sidebar
  2. Click on the "My dashboards" tab in the main content area
  3. Then find the dashboard you want to share and click on the options menu (three dots) next to it
  4. Next select "Share" from the dropdown menu
  5. Alternatively, click on the dashboard you want to share
  6. Click the "Share" button in the top toolbar
  7. Click the dropdown menu under "Add team members or groups"
  8. Select the users or groups you want to share the dashboard with from the list
  9. Next click the "Access level" dropdown menu and set the permissions
  10. Click on the "Send email notification" checkbox at the bottom left
  11. Finally click the "Invite people" button to send the invitation and share the dashboard

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Why should you share a dashboard in Zendesk Explore

Zendesk is a versatile platform designed to enhance customer service and engagement.

Sharing a dashboard in Zendesk Explore is a valuable feature that enables teams to effortlessly collaborate by visualizing crucial customer data. This feature allows for seamless information dissemination, ensuring everyone remains informed and aligned.

By sharing a dashboard, team members can gain insights quickly, which helps in strategic decision-making and streamlines workflows. Ultimately, it fosters a more informed and efficient team environment.

Last update
March 2, 2026
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