Share Performance dashboards

AI-generated summary

Genesys Cloud enables supervisors to share performance dashboards across organizational, team, and individual levels through the Performance Dashboard and detail pages. Sharing requires appropriate permissions, including Groups > Work Team – View for work team sharing across divisions and Directory > User – View for user sharing across divisions. Dashboard access is permission and division-based, with users lacking specified permissions unable to view widgets, indicated by a yellow banner for limited access. Only private dashboards owned by users can be shared with work teams, and dashboard visibility depends on widget access—if users lack access to all widgets, the dashboard remains invisible to them. Dashboard owner deletion removes associated dashboards and prevents shared access, though inactive dashboard owners do not affect dashboard availability for shared users. Work team membership changes require up to 24 hours to reflect in dashboard sharing. By default, only the dashboard owner can view and edit dashboards. Dashboards can contain users, queues, flows, flow outcomes, and wrap-ups, each with individual permission and division requirements, with filters available to restrict dashboard access. Three sharing options are available: Public for organization-wide access, Private for owner-only access, and Shared for selected users or teams only. Legacy dashboards may lack team and individual sharing functionality, though public and private options remain available. Genesys Cloud dashboards created or converted to the new responsive UI include sharing capabilities accessible through the Shared option. Users can share dashboards by navigating to Analytics > Analytics Workspace, selecting a dashboard for editing, clicking Preview Dashboard, and selecting Share from the upper right corner. The new responsive UI dashboards enable granular access control through selective user and work team assignment while maintaining organization-wide or restricted visibility options. Legacy dashboards do not support the Shared option with individual or team selection; however, their existing public and private functionality remains unchanged

Series: Performance Dashboards

Previous suggested step: Recover deleted performance dashboards

Next suggested step: Change performance dashboard ownership

PrerequisitesClick to expand

Genesys Cloud allows supervisors to share the performance dashboards with anyone within their organization, specific work teams, or users. The supervisors can share the dashboards from the Performance Dashboard summary page and the Performance Dashboard detail page.

Public access is sharing the permission organizationally wide. Only if a person is given permission, that person accesses the widgets. A person who does not have access to the specified permission and division cannot view the widgets in a dashboard. A dashboard can have users, queues, flows, flow outcomes, and wrap-ups. Each dashboard item has permission and division requirements.

You can add filters to restrict the person from accessing the dashboard. A yellow banner at the top of the view indicates limited access to the dashboard. If the person has no access to any widget in the dashboard, the dashboard is not visible to that person.

Note:

By default, only the dashboard owner can view and edit the dashboard.
Only private dashboards, owned by the user, can be shared with the work teams.
The dashboard owner with the Groups > Work Team – View permission can share their dashboard with the work teams within the divisions.
The members of the work team can view the dashboard.
The dashboard owner with the Directory > User – View permission can share their dashboard with the users within the divisions.
The user with the required view permission alone can view the shared dashboard.
If the dashboard owner gets deleted from the organization, the dashboards created by the dashboard owner get deleted. Hence, the users using the shared dashboards cannot access the shared dashboards.
If the dashboard owner is inactive in the organization, the dashboards created by the dashboard owner remain available. Hence, the users using the shared dashboards can continue accessing the shared dashboards.
Users in inactive mode do not impact the dashboards. The users with whom the dashboard was is shared can access the dashboard.
The team’s membership changes do not reflect immediately on the dashboard sharing. The membership changes take a few hours, but no more than 24 hours, to take effect.

Share a dashboard from Performance Dashboard summary pageClick to expand

To share the dashboard from the Performance Dashboard summary page:

Click Menu > Analytics > Analytics Workspace.
In the Default section, search for Dashboards and then click the view name to open it.
On the right side, click more icon of the corresponding dashboard to be shared.
Click Share. The share popup window appears.
Choose one of the following:
- Public: Anyone in my organization can view this dashboard to share your public dashboard within your organization.
- Private: Only I can view (and edit) this dashboard to share your private dashboard within your organization.
- Shared: Only the users/teams below can view this dashboard to share your private dashboard with selected users or work teams.
  Note: For the old dashboards, the Share option, which allows sharing with work teams and/or individuals is not available. The functionality to make these dashboards public or private remains unaffected. The dashboards created in the new responsive UI or converted to the new responsive UI have the Shared option.
  - Upon selecting the shared option, from the drop-down menu, select the required users or work teams.
Click Save to share your dashboard.

Share a dashboard from Performance Dashboard detail pageClick to expand

To share the dashboard from the Performance Dashboard detail page:

Click Menu > Analytics > Analytics Workspace.
In the Default section, search for Dashboards and then click the view name to open it.
Click the corresponding dashboard for editing. The dashboard opens.
In the lower right corner, click Preview Dashboard. The new performance dashboard detail page appears.
In the upper right corner, click Share. The share popup window appears.
Note: For the old dashboards, the Share option, which allows sharing with work teams and/or individuals is not available. The functionality to make these dashboards public or private remains unaffected. The dashboards created in the new responsive UI or converted to the new responsive UI can be shared with selected users or work teams.
Choose one of the following:
- Public: Anyone in my organization can view this dashboard to share your public dashboard within your organization.
- Private: Only I can view (and edit) this dashboard to share your private dashboard within your organization.
- Shared: Only the users/teams below can view this dashboard to share your private dashboard with selected users or work teams.
  - Upon selecting the shared option, from the drop-down menu, select the required users or work teams.
Click Save to share your dashboard.

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Share Performance dashboards

AI-generated summary

Series: Performance Dashboards

Previous suggested step: Recover deleted performance dashboards

Next suggested step: Change performance dashboard ownership

PrerequisitesClick to expand

Note:

By default, only the dashboard owner can view and edit the dashboard.
Only private dashboards, owned by the user, can be shared with the work teams.
The dashboard owner with the Groups > Work Team – View permission can share their dashboard with the work teams within the divisions.
The members of the work team can view the dashboard.
The dashboard owner with the Directory > User – View permission can share their dashboard with the users within the divisions.
The user with the required view permission alone can view the shared dashboard.
If the dashboard owner gets deleted from the organization, the dashboards created by the dashboard owner get deleted. Hence, the users using the shared dashboards cannot access the shared dashboards.
If the dashboard owner is inactive in the organization, the dashboards created by the dashboard owner remain available. Hence, the users using the shared dashboards can continue accessing the shared dashboards.
Users in inactive mode do not impact the dashboards. The users with whom the dashboard was is shared can access the dashboard.
The team’s membership changes do not reflect immediately on the dashboard sharing. The membership changes take a few hours, but no more than 24 hours, to take effect.

Share a dashboard from Performance Dashboard summary pageClick to expand

To share the dashboard from the Performance Dashboard summary page:

Click Menu > Analytics > Analytics Workspace.
In the Default section, search for Dashboards and then click the view name to open it.
On the right side, click more icon of the corresponding dashboard to be shared.
Click Share. The share popup window appears.
Choose one of the following:
- Public: Anyone in my organization can view this dashboard to share your public dashboard within your organization.
- Private: Only I can view (and edit) this dashboard to share your private dashboard within your organization.
- Shared: Only the users/teams below can view this dashboard to share your private dashboard with selected users or work teams.
  Note: For the old dashboards, the Share option, which allows sharing with work teams and/or individuals is not available. The functionality to make these dashboards public or private remains unaffected. The dashboards created in the new responsive UI or converted to the new responsive UI have the Shared option.
  - Upon selecting the shared option, from the drop-down menu, select the required users or work teams.
Click Save to share your dashboard.

Share a dashboard from Performance Dashboard detail pageClick to expand

To share the dashboard from the Performance Dashboard detail page:

Click Menu > Analytics > Analytics Workspace.
In the Default section, search for Dashboards and then click the view name to open it.
Click the corresponding dashboard for editing. The dashboard opens.
In the lower right corner, click Preview Dashboard. The new performance dashboard detail page appears.
In the upper right corner, click Share. The share popup window appears.
Note: For the old dashboards, the Share option, which allows sharing with work teams and/or individuals is not available. The functionality to make these dashboards public or private remains unaffected. The dashboards created in the new responsive UI or converted to the new responsive UI can be shared with selected users or work teams.
Choose one of the following:
- Public: Anyone in my organization can view this dashboard to share your public dashboard within your organization.
- Private: Only I can view (and edit) this dashboard to share your private dashboard within your organization.
- Shared: Only the users/teams below can view this dashboard to share your private dashboard with selected users or work teams.
  - Upon selecting the shared option, from the drop-down menu, select the required users or work teams.
Click Save to share your dashboard.

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Share Performance dashboards

Series: Performance Dashboards

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