Knowledge Base

You can share your Insights dashboards internally with your team or externally with people outside of Pipedrive.

This makes it easier to collaborate on reports or keep stakeholders informed, even if they don’t have access to your Pipedrive account.

Depending on your needs, you can either:

• Share with users – for sharing dashboards with Pipedrive users or teams
• Share as public link – for sharing dashboards with external viewers

Sharing dashboards with other users

To share your dashboard with other Pipedrive users, click the “...” button in the top right corner of your dashboard and select “Share with users”.

You can share dashboards internally with everyone, selected users or teams. Use the search bar to choose who should have access.

Viewer and editor roles

To maintain ownership while sharing the dashboard with other users, you can assign each user a role:

• Viewer – can see and filter the dashboard, but not make changes
• Editor – can modify dashboard layout, add or remove reports, and share it with others

Here’s a full breakdown of what each role can do:

Viewing shared dashboards

You can find dashboards shared with you in the “Shared with me” folder.

Reports added to the shared dashboard will also be visible under the “Shared with me” folder under reports.

Managing access and ownership

As the dashboard owner, you can manage user access at any time.

• Transfer ownership – assign the dashboard to another user
• Remove access – remove viewers or editors from the dashboard

After selecting a new owner and clicking “Save,” you’ll be asked to confirm the transfer.

Click “Transfer” to complete the ownership change.

Sharing dashboards as public links

To create a shareable public link for your Insights dashboard, open the dashboard and go to “...” > Share as public link > Get link.

Copy the link and share it with anyone who needs to view your dashboard.

Anyone with the link can view your dashboard, even if they don’t have a Pipedrive account.

Viewing dashboards via public links

The shared dashboard reflects your current reports and goals set up in Pipedrive.

By default, dashboards update once per hour, but each viewer can adjust the update interval from the top-right corner.

Managing external viewer access

If you want to share the same dashboard with different groups, like managers and clients, you can create multiple links for better control.

Click “Add new link” to create a separate shareable link.

Click the pencil icon next to “Shared with...” to rename each link and track who it’s shared with.

Click the trash can icon to delete a link and revoke access for anyone using it.