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Help centerHow do I…Share a dashboard with a pastor

title: “Share a dashboard with a pastor” description: “Grant read-only access to a dashboard without making the pastor an administrator.” audience: [“org_admin”] modules: [“reportes”,“seguridad”] estimated_minutes: 2 last_reviewed: “2026-05-03”

Share a dashboard with a pastor

For: Org admin
Last reviewed:

Shared access is at dashboard level, not at the data source. If the pastor opens the reports behind a widget, they only see what their role allows.

TL;DR

In the dashboard: … → Share, add the pastor with Read-only permission.

Steps

    1. Open the dashboard. 2. menu → Share. 3. Search the pastor by name or email. 4. Assign Read-only permission. 5. Confirm. The pastor gets email with the secure link.

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