{"id":14257,"date":"2025-11-25T15:12:29","date_gmt":"2025-11-25T15:12:29","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=14257"},"modified":"2025-11-27T12:17:15","modified_gmt":"2025-11-27T12:17:15","slug":"sharing-a-dashboard","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/sharing-a-dashboard\/","title":{"rendered":"Sharing a dashboard"},"content":{"rendered":"\n<p><strong>This is currently only available to beta-testers.<\/strong><\/p>\n\n\n\n<p>When you have completed the dashboard design, you are ready to make the dashboard available to shared users.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sharing the dashboard<\/h2>\n\n\n\n<p>The users that can view the dashboard must have:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a Snap XMP Online account<\/li>\n\n\n\n<li>access to <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/how-to-share-a-survey-or-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">share the survey<\/a><\/li>\n\n\n\n<li>the <strong>View dashboard permission<\/strong> set on their account<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Set available to shared viewers<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the survey and click on the <strong>Dashboard <\/strong>link in the <strong>Summary<\/strong> tab.<\/li>\n\n\n\n<li>Click on the dashboard that you want to edit.<\/li>\n\n\n\n<li>Click on the <strong>Dashboard<\/strong> <strong>properties <\/strong>menu.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"250\" height=\"250\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-27-102012.png\" alt=\"\" class=\"wp-image-15080\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-27-102012.png 250w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-27-102012-150x150.png 150w\" sizes=\"(max-width: 250px) 100vw, 250px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Select the <strong>Available to viewers<\/strong> checkbox to make the dashboard available to the users who you have shared the survey with.<\/li>\n\n\n\n<li>If you wish to revoke sharing, clear the <strong>Available to viewers<\/strong> checkbox.<\/li>\n<\/ol>\n\n\n\n<p>You can easily see which dashboards are available to viewers in the <strong>Dashboards <\/strong>list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"261\" height=\"161\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-27-121254.png\" alt=\"\" class=\"wp-image-15091\"\/><\/figure>\n\n\n\n<p>A shared dashboard is shown by the icon:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"32\" height=\"30\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-27-121535.png\" alt=\"\" class=\"wp-image-15092\"\/><\/figure>\n\n\n\n<p>A dashboard only available to the owner is shown by the icon:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"32\" height=\"35\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-27-121507.png\" alt=\"\" class=\"wp-image-15093\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This is currently only available to beta-testers. When you have completed the dashboard design, you are ready to make the dashboard available to shared users. Sharing the dashboard The users that can view the dashboard must have: Set available to shared viewers You can easily see which dashboards are available to viewers in the Dashboards [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[371],"epkb_post_type_1_tag":[],"class_list":["post-14257","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-editing-dashboards"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sharing a dashboard | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/sharing-a-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sharing a dashboard | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"This is currently only available to beta-testers. 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