How to Manage Dashboards in CXInsight

Control the access permission to your custom dashboards

Daniel Pitrowiski avatar
Written by Daniel Pitrowiski
Updated over a week ago

When you create a dashboard you have three options for permissions. The permissions are connected to Manage Users and the type of users that have been set.

  • Shared with everyone

  • Shared with admins (viewable by admins & account owner)

  • Only visible to you (only you and the account owner)

If you'd like to edit permissions for dashboards go to Settings > Manage Dashboards.

Manage Dashboards also allows you to:

  1. Rename your dashboards.

  2. Delete a dashboard.

  3. Copy a link to share your dashboard with others outside your organization.

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