--- title: "Share custom dashboards" slug: "share-custom-dashboards" updated: 2026-03-27T20:56:04Z published: 2026-03-27T20:56:04Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Share custom dashboards ## Overview You can share custom dashboards with other office employees, either by company role or by individual employee. This ensures that your team members have access to the same dashboard metrics to maximize productivity. --- ### #### Who uses this feature - Office employees - This feature is available in the ServiceTitan Essentials and Works packages ## Things to know - When you share *View permission* for a dashboard with a company role or individual employee, they must have [global permissions](/v1/docs/manage-global-dashboard-permissions) enabled to *View Dashboards*. Employees must also have *Edit Dashboards* permission enabled to edit a shared dashboard. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-7y4m5a97.png) - If you change global dashboard permissions for a role or employee, make sure to reload the custom dashboard *Share Access* screen for the permissions to take effect. - If you share a custom dashboard with someone who is missing permissions to view a module, they can still access the dashboard, but they cannot view modules they are missing permissions for. ## Open custom dashboard sharing settings 1. Go to the navigation bar and click **Dashboard**. 2. Click the **Modular Dashboard** dropdown and select the custom dashboard you want to share. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-k208xy5z.png) The dashboard opens. 3. Click **Share Dashboard**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-lock.png)****. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-w14az2bz.png) From the *Share Access* screen, you can share the dashboard by [company role](/v1/docs/share-custom-dashboards#share-dashboard-by-company-role) or by [individual employee](/v1/docs/share-custom-dashboards#share-dashboard-by-individual-employee). ## Share dashboard by company role 1. Open the sharing settings for the custom dashboard you want to share. 2. Select or deselect the roles you want to enable or disable *View* access for. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-a6mwqh2c.png) > [!TIP] > **Tip:** Use the **Actions** dropdown to manage sharing access for all company roles. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-a7q94zxs.png) 3. When you’re finished setting sharing access, click **Save Changes**. A confirmation pop-up opens. 4. Click **Save** to confirm the action > **Note:** To apply the new sharing settings to employees already assigned to that role, select **Apply changes to existing users**. Otherwise, the new settings only apply to office employees assigned to that role *after* you save the changes. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-umqvg7ls.png) ## Share dashboard by individual employee 1. Open the sharing settings for the custom dashboard you want to share. 2. Click the **Manage by role** dropdown and select **Manage individual users**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-dfn6oydn.png) 3. For an individual, select an item to enable sharing or deselect it to disable sharing: > **Note:** Employees tagged with an **Error**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info-outline.png) icon do not have full permissions to access the dashboard.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-id27qhdv.png) > [!TIP] > **Tip:** Use the **Actions** dropdown to manage sharing access for all individuals. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-s8pyez5l.png) 1. **View**: Can view the custom dashboard 2. **Edit**: Can edit the custom dashboard 4. When you’re finished, click **Save Changes**. ## Resolve missing permissions > **Note:** You must have administrator access to resolve missing permissions. When sharing a custom dashboard, if an employee is tagged with an **Error**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info-outline.png) icon, they are missing permissions for report templates used by the dashboard modules. - If you share access and their missing permissions conflict, the icon turns red. For example, if they only have *View* permission enabled for a template and you select **Edit**, the icon turns red. - If you share access and their missing permissions do *not* conflict, the icon stays gray. For example, if they only have *View* permission enabled for a template and you select **View**, the icon stays gray. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-a7kfk3un.png) To resolve missing permissions: 1. Click **Error**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info-outline.png) for the employee you want to share the dashboard with. The *Missing Permissions* pop-up opens listing the modules the employee does not have access to along with the report template the module is based on. > **Note:** The pop-up lists missing *View* and *Edit* permissions in separate sections. 2. For a module, click **Give Permission** to enable *View* or *Edit* permission for the template the module is based on. Or, click **Give All Permissions** to enable full permissions for all the listed report templates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/share-custom-dashboards-image-643s19oc.png) > **Note:** Enabling permissions for a template here also enables the employee to run reports based on that template. 3. Continue with the steps for sharing the dashboard with an employee. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard) - See [Create custom reports](/v1/docs/create-custom-reports)