Sharing a Dashboard
Only the owner can change who has access. The owner clicks Share and gets the access dialog. When anyone else clicks Share, ClarityQ copies a link to the dashboard instead — handy for pointing a colleague at it, though the link only opens for people who already have access. The dialog has two parts. People with access — add people by name or email and set each one to Viewer or Editor. You’re listed first as the owner. To take someone off the list, set them to Remove access. General access — a single Everyone in the workspace row, set to No access, Can View, or Can Edit. Use this when a dashboard should be open to the whole team rather than to named people. Level and general-access changes apply the moment you make them. When you add people you can tick Notify people and include a short message — they get an email saying you shared the dashboard with them.Someone can have access by more than one route — named individually and through the workspace. When that happens they get the higher of the two levels.
Access Levels
Your own level is shown next to the dashboard’s name, so you can always tell whether you can edit what you’re looking at.
Someone without access is told the dashboard isn’t shared with them, and pointed at the owner to ask for it.
If you lose access to a dashboard, it also disappears from your Starred view.
Working on a Dashboard Together
Granting someone Editor lets them work on the dashboard with you. They can save changes over it, open Edit in Chat to refine it with the agent, and restore an earlier version. This is not live co-editing. Nobody is locked out and there’s no simultaneous editing — people take turns, and if two of you save the same dashboard, ClarityQ asks what to do (see below). Managing access, renaming, archiving, and Send to Analyst stay with the owner.Version History
Every save creates a version. Open Version history from the dashboard’s menu to see them all, newest first, each showing the date and who saved it. To go back, pick Restore this version. Restoring deletes nothing: the version you restore is copied forward as a new version, so the one you were on stays in the history and can be restored again later. Owners and editors can restore. Anyone with access can read the history.Version history lists versions — it doesn’t compare them. There’s no side-by-side view, so restoring is the way to go back.
When Someone Else Saved First
If the last person to save a dashboard was someone other than you, ClarityQ won’t quietly write over their work. It tells you who saved it and when, and offers two ways forward:- Replace their version — saves the way any save works. Yours becomes the current version and theirs stays in the version history, so nothing is lost.
- Save as new dashboard — leaves theirs untouched and creates your own copy. The copy starts private and owned by you, and the access list isn’t carried over.