Sharing Explore dashboards outside Zendesk

What's my plan?

All Suites | Enterprise or Enterprise Plus

Support with | Explore Enterprise

Note: Customers on the Explore Legacy plan can also share external links to dashboards. See About the Explore Legacy plan.

You can share a link to a dashboard with external users who do not have a Zendesk account. The link can also be used to display the dashboard on a television or monitor. Users will have view-only access to the dashboard with the following security measures:

Interaction options are disabled when you share dashboards externally. For details about interaction options, see Interacting with dashboards and Interacting with reports.

Any IP restrictions configured in your Zendesk instance will be enforced and links will only be accessible from that IP range. For details about IP restrictions, see Restricting access to Zendesk Support and your Help Center using IP restrictions.

When sharing a dashboard outside Zendesk, all data returned by the dashboard is available to viewers. Dashboard restrictions still apply, but users with Limited viewer and Limited editor permissions will be able to see data outside of their permissions.

Important: Public links can be accessed by anyone on the internet, regardless of whether they have a Zendesk account. Always consider protecting your dashboards with a strong password. Record the password and store it securely in accordance with your organization's security policies. Additionally, always review the content of any dashboards you share externally to ensure that sensitive data is not leaked.

This article contains the following topics:

Turning on external link sharing

Sharing an external link to a dashboard

Disabling external link sharing

Turning on external link sharing

Before you can start sharing external links, an admin must turn this on from the Explore admin menu.

To turn on external link sharing

In Explore, click the Settings icon () in the left sidebar.

Select the Sharing tab.

Turn on the Public links to dashboards setting.

Click Save.

You can now create public links to dashboards.

Sharing an external link to a dashboard

Now that you've enabled sharing dashboard sharing, you can start creating and sharing links.
Note: Currently, you cannot share the prebuilt live dashboard as an external link to users outside of your Zendesk account.

To share a dashboard externally

From an open dashboard or a dashboard in preview mode, click Share, then select **Get link**.

The Get link page opens.

Click Create link.

On the Create link page, configure the following:

Access type: Select any dashboard restrictions that will apply to the shared dashboard.

Protect with password: (Recommended) Enter a password that end users must enter to access the dashboard. The password must have at least:

10 characters

1 uppercase character

1 lowercase character

1 number

1 symbol

Important: Make sure to save the password. Once you've created the link, you'll no longer be able to access it.

If you don't want to password-protect the dashboard, deselect the Protect with password checkbox (not recommended).

Click Create link.

The Get link page opens, showing your new link. From here, you can reset or remove the password, or delete the link.

Inform the required users of the link to the dashboard and the password.

Important: If a user attempts to access a password-protected dashboard and enters an incorrect password five times, the dashboard becomes inaccessible for all users for five minutes.

Disabling external link sharing

You can turn off external link sharing at any time. This is especially useful in situations where you suspect that one or more dashboards with sensitive data have been inappropriately shared externally.

When you turn off external link sharing, any existing shared links are disabled. If you decide to re-enable external link sharing, you will need to create new external links for any dashboards you want to share.

To disable external link sharing

In Explore, open the Admin menu () in the left panel, then select Dashboard sharing permissions ().

On the Dashboard sharing permissions page, deselect Enable creating public links to dashboards.

Click Save.