- Click your name in the upper left and select Insights Admin. (You can also click the settings gear icon in the upper right on the reports or dashboard pages.)
- Click Reports or Dashboard, depending on which you want to edit.
- Click the report/dashboard you want to edit to open its details slider.
- Click the edit pencil icon.
- Update the name.
- Update the description.
- Click Select Viewers to update the viewers.
- Click Select Viewers.
- You can select a user role from the dropdown to narrow the user list.
- You can further narrow the user list by typing into the search box.
- Click a user's name to add them to the viewers list on the right. You can click a user's clear remove icon to take them out of the viewers list.
- Once all users you want to share the report or dashboard with are listed on the right, click Select.
- Click Select Viewers.
- Click Save on the Edit Info slider.
