Customize Shared Dashboards

Creating a Shared Dashboard

1. While editing your dashboard, click Add gadget

2. In the gadget search bar, search for Shared Dashboard. Click to Add the “Custom Charts Shared Dashboard” gadget

3. Configure the way you’d like your Shared Dashboard to appear:

In the Live Preview	In the Additional Settings and Link Access Permissions
All Custom Charts gadgets that you’ve already added to your Jira dashboard will be visible here. Drag and drop the various gadgets to reposition them on your Shared Dashboard You can use the Trashcan icon to the right of the name of each gadget to remove the ones you do not want to include in your Shared Dashboard	Title (Required): This will be populated by default with the Jira dashboard name, and can be edited Layout: adjust the column layout for your Shared Dashboard Theme: choose light mode or dark mode Link Access Permissions: this setting controls who can access the link to your Shared Dashboard. See below for more details on Link Access Permissions

Shared Dashboard Settings

Setting	Description
	Enter a title for the Shared Dashboard in the text box. This title shows at the top of the Shared Dashboard.
	Choose the layout of the Shared Dashboard by clicking on a specific tile. The layout options align with Confluence page layouts.
	Choose whether you want your Shared Dashboard to appear in light mode or dark mode.
Link Access Permissions
	COMING SOON Select this option to give any one access to the Shared Dashboard, even if they do not have access to your Jira instance. Follow along with our progress on this feature here: TRACC-131 - Getting issue details... STATUS
	COMING SOON Select this option to give any one who has the Access code access to the Shared Dashboard, even if they do not have access to your Jira instance. Create your own Access code by entering your desired code in the text box next to Access code Follow along with our progress on this feature here: TRACC-131 - Getting issue details... STATUS
	Select this option to give customers in a Jira Service Management (JSM) access to the Shared Dashboard via the JSM Portal. JSM Project dropdown: Required. Select any JSM project(s) where the Shared Dashboard link should appear in the portal. This makes the Shared Dashboard link available to all Customers of that service desk Organization dropdown: If you’d like to give a subset of customers access to the Shared Dashboard link, select any JSM customer organization that houses those customers Portal user dropdown: If you’d like to give specific portal user(s) access to the Shared Dashboard link only, select them from this dropdown
	Select this option to give users with access to the Jira Dashboard the ability to display the Shared Dashboard as a wallboard
	Use the toggle to give Shared Dashboard viewers the ability to click into the displayed Jira issues and see their details.

Step 2: Configure Shared Dashboard gadgets for the portal

When JSM Portal users is selected under Link Access permissions, Shared Dashboards in the portal are available from the Account dropdown, under My Dashboards. Customers will be able to see any dashboards that have been made available to them.

To grant specific permissions to the link in the Portal, while editing your Shared Dashboard gadget:

1. On the right side of the gadget editor, under Link Access Permissions, select the radio button next to JSM Portal - Access restrictions.

   1. JSM Project (required) - In the dropdown, select the particular JSM project(s) where the Shared Dashboard link should appear in the portal. This makes the Shared Dashboard link available to all Customers of that service desk

   2. Organization (optional) - If you’d like to give a subset of customers access to the Shared Dashboard link, in the dropdown, select the particular Organization(s) that house those customers

   3. Portal user (optional) - If you’d like to give specific portal user(s) access to the Shared Dashboard link only, select them from this dropdown

Viewing Shared Dashboards

Link Access Permission setting - “Only users with access to this Jira dashboard”

In the Link Access Permission settings, if Only users with access to this Jira dashboard is selected, the Shared Dashboard link will not appear in the JSM Portal. It can instead be accessed directly from the Jira Dashboard appear as a wallboard. Users can access this following these steps:

1. Navigate to the Jira Dashboard where the Shared Dashboard gadget lives

2. Navigate to the specific Shared Dashboard gadget

3. On the default tab, click the title of the Shared Dashboard - it will appear as a link. The Shared Dashboard will open as a wallboard in a new tab

   1. You can also provide a direct link to the Shared Dashboard by clicking “Copy link” on the default tab

Link Access Permissions setting - “JSM Portal - Access Restrictions”

In the Link Access Permission settings, if JSM Portal - Access Restrictions is selected, the Shared Dashboard link will appear in the JSM Portal. Users can access this by following these steps:

1. Navigate to the JSM Portal

2. Click their user profile icon in the top right corner of the Portal

3. Click My Dashboards. It will open up as a pop-up in the Portal

Shared Dashboards Data Restrictions

Shared Dashboard Owner

When a Shared Dashboard is created, all of the issues in the charts are loaded with the permissions of the Shared Dashboard owner. This user is the last person to save the Shared Dashboard gadget.

This user is also the only one who can edit Custom Charts that are part of the Shared Dashboard. For additional details on changing the Shared Dashboard owner, navigate here.

Viewing the Shared Dashboards Gadget on a Dashboard

When users come to the Dashboard, they can view the Shared Dashboard gadget and see the details of some of its settings, as depicted in the screenshot below.

There are 4 tabs users can click through on the Shared Dashboard gadget when viewing it:

1 - Shared Dashboard tab (default tab): Users can navigate here to view the Shared Dashboard ( the link “Shared Dashboard Sample” in the screenshot above), and, grab the direct link to the Shared Dashboard to send out to users (“Copy link” button)

2 - Link Access permissions: Users can navigate here to see details around the viewing permissions for the Shared Dashboard

3 - Shared dashboard user: Users can navigate here to see who the Shared Dashboard owner is and learn more information around the restriction

4 - What is this?: Users can navigate here to see the Splash Screen for the gadget, which acts as a helpful guide for users new to Shared Dashboards

ACTIVE : Users can see if the link to the Shared Dashboard is active and able to be shared with others

• Becky Schwartz (Unlicensed) - reorganize this better