Team Dashboards
Overview
Team Dashboards allow you to create targeted experiences for specific teams within your organisation. Instead of showing the same Dashboard to everyone with a particular role, you can customise what different teams see based on their unique needs, projects, or departments.
Team Dashboards sit in the middle of the priority hierarchy—above Role-Based Dashboards but below Onboarding and Manager Dashboards.
Functionality Breakdown
How Team Dashboards Work
Feature | Description |
|---|---|
Team-targeted | Assigned to specific teams in your organisation |
Per-team settings | Each team can have different visibility and default settings |
Primary team priority | Primary team Dashboards take precedence over secondary team Dashboards |
Flexible assignment | One Dashboard can be assigned to multiple teams |
Team Dashboard vs Team-Scoped Widgets
Concept | Description |
|---|---|
Team Dashboard | A Dashboard assigned to users based on their team membership |
Team-scoped widgets | Widgets filtered to show data for specific teams |
Team Dashboards are about who sees the Dashboard. Team-scoped widgets are about what data appears in widgets.
Pre-requisites
To create Team Dashboards:
You must have Owner or Admin role
Teams must be set up in your organisation
Users must be assigned to teams
Role Requirements
Action | Required Roles |
|---|---|
Create Team Dashboard | Owner, Admin |
Edit Team Dashboard | Owner, Admin |
View Team Dashboard | Team members (based on visibility settings) |
Quick Start Guide
Creating a Team Dashboard
Navigate to Settings in the sidebar
Select Dashboards
Click Create Dashboard
Set Audience type to Team
Select the teams that should see this Dashboard
For each team, configure:
Visible: Whether team members can see the Dashboard
Default: Whether this is the default Dashboard for that team
Name your Dashboard and add widgets
Save your changes
Configuring Team Visibility
For each selected team, you can independently set:
Setting | Effect |
|---|---|
Visible: Yes, Default: Yes | Team members see this as their default Dashboard |
Visible: Yes, Default: No | Team members can navigate to this Dashboard, but it's not their default |
Visible: No | Team members cannot see this Dashboard |
Common Use Cases
Department-Specific Dashboards
Create separate Dashboards for different departments:
Team | Dashboard Focus |
|---|---|
Sales | Pipeline metrics, product training, compliance |
Engineering | Technical learning, certifications, skills |
Marketing | Brand training, creative resources, campaigns |
Customer Success | Product knowledge, soft skills, support metrics |
Project Team Dashboards
Temporary Dashboards for project teams:
Project kickoff content
Team-specific resources
Progress tracking widgets
Project completion metrics
Regional Dashboards
Different Dashboards for regional teams:
Region-specific compliance training
Local language content
Regional announcements
Location-specific events
Best Practices
Planning Team Dashboards
Consideration | Recommendation |
|---|---|
Start with common needs | Identify what each team uniquely needs |
Avoid over-segmentation | Don't create too many team-specific Dashboards |
Use Role-Based as fallback | Have a general Dashboard for teams without specific needs |
Review regularly | Update team Dashboards as needs change |
Widget Selection
Team Type | Recommended Widgets |
|---|---|
Technical teams | Skills widgets, certification tracking, technical content |
Customer-facing | Product knowledge, soft skills, compliance |
New teams | Onboarding content, team introductions, getting started |
Distributed teams | Communication widgets, shared resources, events |
FAQs
Q: What happens if a user is in multiple teams?
Primary team Dashboards take precedence. If the user has no primary team Dashboard, secondary team Dashboards are shown.
Q: If I have a team Dashboard for eg. Sales, and Sales is a user’s secondary team, will they see the Dashboard?
Yes, the Dahsboard will be visible to the user (from the dropdown) but it will not be set as their default homepage. Only users with Sales listed as their primary team will see it as their Homepage Dashboard.
Q: Can I assign one Dashboard to multiple teams?
Yes. Create a Dashboard with Team audience type and select multiple teams in the configuration.
Q: How do Team Dashboards interact with Role-Based Dashboards?
Team Dashboards have higher priority. Users see their Team Dashboard first, but can still access visible Role-Based Dashboards.
Q: What if I remove a user from a team?
They'll no longer see that Team Dashboard. They'll see the next Dashboard in the priority hierarchy.
Q: Can team managers create Team Dashboards?
No. Only Owners and Admins can create Team Dashboards. Managers can create personal Manager Dashboards instead.
Troubleshooting
Issue | Solution |
|---|---|
Team Dashboard not appearing | Verify the user is in the team and visibility is enabled for that team |
Wrong Dashboard showing as default | Check priority hierarchy—another Dashboard type may have higher priority |
User sees Role-Based instead of Team Dashboard | Confirm the Team Dashboard has "Default" enabled for their team |
Dashboard showing for wrong teams | Review which teams are selected in the Dashboard settings |