Overview
Publishing makes your dashboards and workflows visible to everyone on your team via Team Pages—a central hub where team members can discover and access shared resources. Key Concepts:- Team Pages: Central directory of all published team content
- Broad Visibility: Published content available to all team members (not just specific users)
- Read-Only Access: Team members can view but not edit (unless they also have project access)
- Auto-Discovery: Published content appears in team directories, search results, and recommendations
Publishing vs. Sharing
| Aspect | Publishing | Project Sharing |
|---|---|---|
| Visibility | All team members | Specific invited users |
| Scope | Individual dashboards/workflows | Entire projects |
| Access Type | View-only (read-only) | Customizable (Viewer/Editor/Owner) |
| Discoverability | Appears on Team Pages | Only visible to shared users |
| Use Case | Broad distribution of final analysis | Collaborative work on projects |
| Editing Rights | None (unless also shared on project) | Based on role |
Best Practice: Use project sharing during development, then publish to Team Pages when ready for broad consumption.
How to Publish
Publishing a Dashboard
1
Open dashboard
Navigate to the dashboard you want to publish. You must be the project Owner or have publishing permissions.
2
Click Publish
Click Publish button in top-right toolbar, or ”•••” → “Publish to Team Page”.
3
Select Team(s)
Select one or more teams to publish the workflow or dashboard to. Click “Publish” and the analysis will immediately appears for all team members.
4
Pin Dashboard to Team homepage
Click on the pin icon at the top left of the dashboard thumbnail that you want to set as the default preview on the Team homepage.
Publishing a Workflow
Publishing workflows follows the same process with two additional options:- Allow team members to run workflow: Let others execute with their own inputs
- Allow team members to copy workflow: Let others duplicate and customize
Managing Published Content
Editing Published Content
When you edit the source dashboard or workflow, the published version updates automatically. No re-publishing needed.Best Practices
Publish complete work only: Use Team Pages for final, polished analysis. Use project sharing for work-in-progress.
Write clear descriptions: Help team members understand what the dashboard shows and when to use it.
Use consistent categories and tags: Establish team conventions for organizing content.
Archive outdated content: Keep Team Pages current by archiving (not deleting) old dashboards for historical reference.