Dashboards
Configure dashboards to hold your reports.
Create a dashboard
Create dashboards to hold different groupings of report based on topic. Access settings can be managed for each dashboard individually.
For a video walkthrough on creating dashboards and reports, see Reports in Attio Academy.
To create a new dashboard view:
Select Reports in the sidebar
Click New dashboard
Give the dashboard a name and description to help other members of your workspace understand the dashboard’s purpose.
Designate the access level your workspace, teams, and members should have to the dashboard.
Create reports. To create your first report, click + Create first report.
Customize dashboard layout
You can resize, reorder, and rearrange the reports on your dashboard.
To move a report on a dashboard, click and hold the report title, and you can drag and drop the report to a different place on the dashboard. You can configure the number of reports you want on each line, and different lines can have different numbers of reports.
When you have two reports next to each other on your dashboard, hover your cursor in the space between them, then drag and drop the line to the left or right to resize your reports.
Manage access to dashboards
Dashboard access determines what members can see and do in your dashboard.
Who can manage access to dashboards?
Only workspace admins and members with Full access can manage dashboard access. If you are not an admin and do not have Full access, you will not be able to change these settings. You can still view who has Full access or check your list of admins and contact them if updates are needed.
The options you have for customizing access will depend on your Attio plan. Managing dashboard access is not available on the Free plan. Learn more about Attio's plans.
Set workspace, team, and member access to a dashboard
By default, new dashboards are set up with Full access given to the whole workspace.
Admins and members with Full access to the dashboard can update dashboard access by following these steps:
Click Reports in the lefthand sidebar.
Click the dashboard where you want to manage access.
Click Share in the top right corner of your dashboard.
To set a workspace-wide default, use the dropdown next to Workspace access.
Workspace access is the default and applies to all members, unless a team or member setting specifies otherwise.
5. To set team or individual member access (available on Pro and Enterprise plans), add teams or members and choose their access from the dropdown next to the name, then click Add.
Team access takes priority over workspace access. If the two conflict, the team setting applies.
Member access takes priority over both workspace and team access. If there’s a conflict, the member setting applies.
Note: Even if a member has access to a dashboard, members will not be able to view reports containing list data if they do not have access to the list. Learn more about list access.
Dashboard access levels explained
These are the access levels for dashboards:
Full access: Able to change the name and description of the dashboard, create, configure, and delete reports, delete the dashboard, and manage dashboard access.
Read and write: Able to create, edit, and delete reports.
Read only: Able to view reports.
No access: Not able to view the dashboard or its reports anywhere in the workspace.
The table below shows which actions are available for each access level.
Legend:
✅ Yes = This access level can take this action.
❌ No = This access level cannot take this action.
Action | No access | Read only | Read and write | Full access |
|---|---|---|---|---|
See the dashboard and its reports | ❌ No | ✅ Yes | ✅ Yes | ✅ Yes |
Create, edit, and delete reports on the dashboard | ❌ No | ❌ No | ✅ Yes | ✅ Yes |
Change dashboard name and description | ❌ No | ❌ No | ❌ No | ✅ Yes |
Delete dashboard | ❌ No | ❌ No | ❌ No | ✅ Yes |
Manage dashboard access | ❌ No | ❌ No | ❌ No | ✅ Yes |
How dashboard access levels interact
When workspace, team, and member access settings differ, the following rules apply:
Workspace access is the default for everyone.
Team access takes priority over workspace access. If the two conflict, the team setting applies.
Member access takes priority over both workspace and team access. If there’s a conflict, the member setting applies.
As a best practice, set the workspace access level that fits the majority of members, then add team and member settings for exceptions.
Note: Before February 2026, Attio defaulted to the more permissive access setting when workspace and member permissions conflicted. This sometimes made it difficult to intentionally restrict access.
Now, member-level settings always take priority over workspace defaults. During the update, existing permissions were automatically adjusted to preserve members’ current access, so no one lost or gained access unexpectedly.
Admin settings for dashboards
All admins can see all dashboards that exist in Workspace settings and manage access to dashboards:
Click your workspace name in the upper-left corner of your workspace, then Workspace settings.
Scroll down and select Dashboards on the left-hand side.
Select the dashboard.
On the Permissions tab you can manage access to the dashboard for your workspace, teams, and for individual members, including the option to grant yourself access.
View dashboards
You can view dashboards in your workspace by navigating to the Reports page on the sidebar. Click the search icon in the upper-right to search by name for a specific dashboard.
Sort, group, and add favorite dashboards
Click Sorted by and choose Ascending to show dashboards created most recently first, or Descending to show the dashboards created longest ago first. Under View settings, you can either group by Creation date or select None for no grouping.
Click View settings and select the toggle next to Show favorites to enable or disable a view of all dashboards that have been added to your favorites at the top of the page. Click the star icon to the right of a dashboard to add it to your favorites. Adding it to your favorites will cause it to show at the top of the Dashboards page under Favorites, and in your sidebar under Favorites.
Note: Your favorites, sort settings, and group settings are unique to you. Changes you make will not affect your team members' views.
Delete a dashboard
To delete a dashboard, navigate to Reports in the sidebar, then select the ⋮ icon on the dashboard you want to delete. Then click Delete dashboard.