Share a dashboard

---
title: Share a dashboard
description: Share a dashboard with stakeholders, planning managers, portfolio managers, or product managers to provide visibility into work progress and foster collaboration. You can grant either view-only rights or both view and edit rights to a shared dashboard.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/share-dashboard-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Use dashboards, Portfolio Planning, Strategic Portfolio Management]
---

# Share a dashboard

Share a dashboard with stakeholders, planning managers, portfolio managers, or product managers to provide visibility into work progress and foster collaboration. You can grant either view-only rights or both view and edit rights to a shared dashboard.

## Before you begin

Role required: sn\_align\_core.ap\_read\_only

## About this task

Users or groups you want to share the dashboard with must have the appropriate roles assigned to access shared dashboards:

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** > **Dashboards**.

    By default, the Execution Dashboard appears on the Dashboards page.

2.  From the Change dashboard drop-down, select the dashboard you want to share.

    The selected dashboard appears.

3.  From the dashboard header, select the More actions icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\) and then select **Share**.

4.  On the Share Dashboard window, fill the details.

    1.  Enter a user name or group name in the **Grant access to** field to provide access to individual users or user groups, respectively.

        You can also select a role to grant dashboard access to all users assigned to that role.

    2.  Select **Allow recipients to add, edit, or delete sharing permissions associated with this dashboard** to enable users to grant access to new users and modify or remove existing permissions.

    3.  Select **Add as viewer** or **Add as editor** as required.

        **Note:** You can select **Add as editor** only if you have the sn\_align\_core.apw\_user role assigned to you.

        The selected users, groups, and roles appear under **Manage Access**.

        You can also manage to share permissions by selecting a user, group, or role and enabling the **Can share** option.

    4.  Select **Confirm**.

    \[Omitted image "share-dashboard-spw.gif"\] Alt text: share dashboard in portfolio planning.


## Result

The roles, groups, and users you have shared the dashboard with appears again when you reopen the dialog, along with the rights you have given them.

## What to do next

You can change the rights of whom you have shared the dashboard with in the Share Dashboard dialog, under the Can view/Can share list for each user, group, or role.

**Parent Topic:**[Using dashboards in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/using-dashboards-in-ppw.md)

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