Waymaker
Dashboards

Sharing Dashboards

Learn about Sharing Dashboards in WaymakerOS.

SharingPermissions

Control who can view and edit your dashboards. Share with your team, your workspace, or your entire organisation.

Dashboard scope

When creating a dashboard, set its scope:

  • Personal — only you can see it
  • Project — everyone in the project can view
  • Workspace — all workspace members can view
  • Organization — visible to everyone in your organisation

Change the scope at any time from the dashboard settings.

Edit permissions

By default, only the dashboard creator can edit widgets and configuration. To allow others to edit:

  1. Open dashboard settings
  2. Click Permissions
  3. Add specific people or set a role-based rule (e.g., "Admins can edit")

Copy the dashboard URL to share it directly. Anyone with access to the dashboard's scope can view it via the link.

Embedding dashboards

Dashboards can be referenced from documents and task descriptions using @mentions, making it easy to link to relevant data from any context in your workspace.

Dashboard templates

Save a dashboard as a template to reuse the widget layout across projects:

  1. Open the dashboard
  2. Click Save as Template
  3. Name the template

Create a new dashboard from the template and reconnect the data sources to a different project or workspace.

Next steps