Infinity3 Help Centre
Practical guides and answers for your Infinity3 tools and services.
Manage dashboard access in Infinity3
- View as Markdown Open this page as plain Markdown (opens in a new tab)
- Open in ChatGPT Ask questions about this page (opens in a new tab)
- Open in Claude Ask questions about this page (opens in a new tab)
- Open in Google AI Studio Ask questions about this page (Google account required) (opens in a new tab)
Choose who can view or change a dashboard used by your team.
Before you start
You must own the dashboard or have Full dashboard permission to change its sharing settings.
Update access
- Open Dashboard and select the intended dashboard.
- Open its three-dot action menu.
- Select Manage Permissions.
- Use the Private toggle to keep it visible only to you, or turn this off to configure sharing.
- Set the available role permissions and save.
Choose an access level
- View: read the dashboard without changing its layout.
- Edit: change the dashboard and widgets, without permission to delete the dashboard.
- Full: manage, share and delete the dashboard.
- No Access: prevent access to that dashboard.
Sharing settings can apply to roles rather than individual colleagues. Review the scope before saving.
Check what colleagues see
Ask a colleague to open the shared dashboard. Their wider permissions, including restrictions to assigned records, can affect the results shown.
Viewing and downloading data are separate considerations: the Export data permission controls widget exports.
Things to know
A shared dashboard is not automatically an identical view for everyone. If a colleague cannot open it or sees different totals, check both dashboard access and their account permissions before contacting Infinity3.