Previewing Dashboards for Other Users
Overview
The Preview feature allows Owners and Admins to view a Dashboard exactly as another user would see it. This is invaluable for testing, troubleshooting, and ensuring Dashboards display the correct content before rolling them out.
By previewing as a specific user, you can verify that widgets show appropriate data, personalised content appears correctly, and the overall experience matches your expectations.
Functionality Breakdown
What Preview Shows
When previewing a Dashboard as another user, you see:
Element | Behaviour |
|---|---|
Personalised widgets | Shows the selected user's data (their bookmarks, tasks, etc.) |
Filtered widgets | Data filtered to what that user would see |
Widget visibility | Only widgets enabled for that user's context |
Dashboard layout | Exactly as the user would see it |
What Preview Doesn't Show
Limitation | Reason |
|---|---|
User's browser/device settings | Preview uses your browser |
Real-time interactions | Preview is read-only |
User's Dashboard selection | Shows the specific Dashboard you selected |
Pre-requisites
To use the Preview feature:
You must have Owner or Admin role
The Dashboard must exist and be accessible
The user you're previewing as must be in your company
Role Requirements
Action | Required Roles |
|---|---|
Preview Dashboard as user | Owner, Admin |
Select user to preview | Owner, Admin |
Quick Start Guide
Previewing a Dashboard as Another User
Navigate to Settings in the sidebar
Select Dashboards
Find the Dashboard you want to preview
Click the three dots menu
Select Preview or View as User
Search for and select the user you want to preview as
The Dashboard will load showing what that user would see
Common Preview Scenarios
Testing new user experience:
Preview as a newly created user to see what new starters experience.
Troubleshooting user issues:
Preview as a user who reported a problem to see exactly what they see.
Verifying role-based content:
Preview as users from different roles to confirm appropriate content appears.
Use Cases
Testing Before Rollout
Scenario | Action |
|---|---|
New Dashboard launch | Preview as typical users from each target role |
Widget configuration changes | Verify data displays correctly |
Visibility updates | Confirm correct roles can see content |
Troubleshooting
User Reports | Preview To Check |
|---|---|
"I can't see my tasks" | Whether tasks appear in To-do widgets |
"Wrong content showing" | What content is visible for that user |
"Dashboard looks different" | Layout and widget appearance |
Quality Assurance
Check | Why It Matters |
|---|---|
Personalised widgets | Confirm they show user-specific data |
Team-scoped data | Verify correct team filtering |
Manager views | Ensure managers see their direct reports |
FAQs
Q: Can I make changes while in preview mode?
No. Preview mode is read-only. Exit preview to make changes.
Q: Does the user know I'm previewing their Dashboard?
No. Preview doesn't notify the user or affect their account.
Q: Can I preview as a user in another company?
No. You can only preview as users within your company.
Q: Why does the preview look different from what the user describes?
Consider device differences, browser settings, or real-time data changes since the user last viewed.
Q: Can Managers use the preview feature?
No. Only Owners and Admins can preview Dashboards as other users.
Troubleshooting
Issue | Solution |
|---|---|
Can't find user to preview | Verify the user exists and is in your company |
Preview shows unexpected data | Confirm you've selected the correct user |
Preview feature not available | Verify you have Owner or Admin role |
Preview takes long to load | Large amounts of user data may slow loading |