Share dashboard with a "user group?" (SSO solution for all new users to have access depending on user field) | Experience Community
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Share dashboard with a "user group?" (SSO solution for all new users to have access depending on user field)

  • May 6, 2026
  • 2 replies
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TLDR: I want to share specific dashboards with specific classes of user based on their staff record, all of whom will get their Qualtrics account via SSO provisioning. Thought I could do this via “user groups” but looks like no.

 

Details:

We’re launching SSO for Qualtrics. I have it set to auto assign new staff/users to different Qualtrics “user groups” based on their division within my organization. E.g., if our staff database shows them as being in Division A, they are auto-assigned to Qualtrics user group Division A. My plan had been to share the Division A dashboard with user group Division A… but it looks like dashboards (unlike surveys) can only be shared with individual users or “roles.” Any suggestions for how to solve this problem? 

Best answer by vgayraud

Hi,

You’re right that unlike surveys, you can’t share dashboards to user groups and you need to define roles. However, these can be automatically assigned via SSO too.

See Automatic Role Assignment with SSO.

2 replies

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Each person who wants to view the dashboard must have a Qualtrics user account. It cannot be shared if they do not have a user account. What you can do is automate a report to be sent to the group email so that each interested person receives it and can see the project results.


vgayraud
QPN Level 7 ●●●●●●●
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  • QPN Level 7 ●●●●●●●
  • Answer
  • May 7, 2026

Hi,

You’re right that unlike surveys, you can’t share dashboards to user groups and you need to define roles. However, these can be automatically assigned via SSO too.

See Automatic Role Assignment with SSO.