How do I share a dashboard with member services without an admin login?

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Kelbrook Mutual Insurance · How do I share a dashboard with member services without an admin login?

Tariq Mahmood asked how to share a dashboard with member services staff who have no admin login. Connor Webb explained the steps, but the record does not show whether the new users could then see it.

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What happened

What this says

As at Fri 9 Oct 2026

Tariq Mahmood asked how to share a dashboard with member services staff who have no admin login. Connor Webb explained the steps, but the record does not show whether the new users could then see it.

Problem: Tariq Mahmood wanted to share a dashboard with member services staff who had no admin login, and a few colleagues were asking for access.

Handling: Connor Webb explained that existing users can be added from the dashboard settings, while new logins need an admin to set them up first, and he followed up on 24 Mar 2025.

Watch: the record shows no reply to the follow-up, and the evidence does not show whether the new users could see the dashboard before the ticket closed on 5 Apr 2025.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

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First response (min)249

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Public reply · Tariq Mahmood 20 Mar 2025 12:21
Hi, following up on the earlier question about who can see dashboards. A few people in member services have been asking, so let me know if you need anything else from me. Tariq
created · Tariq Mahmood 20 Mar 2025 16:35
Hi again. Following on from my earlier message, I'd like to share one of our dashboards with the member services team so they can see it without needing an admin account. Is that done from the dashboard settings, or do I need to set up their access first? Thanks, Tariq
Public reply · Connor Webb 20 Mar 2025 20:44
Hi Tariq, You can share a dashboard from its settings with anyone who already has a user login. For people who don't have one yet, access needs to be set up first, and that's an admin task. Would it help if I talked you through that? Connor
Public reply · Connor Webb 24 Mar 2025 16:31
Hi Tariq, just checking whether the sharing has worked for member services. If the new users can log in but can't see the dashboard, let me know which step you're on and I'll help from there. Connor
Status change · Connor Webb 1 Apr 2025 14:38
Status change · 5 Apr 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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