---
title: Sharing Dashboard Layouts with Other Users
description: "How to save a dashboard layout as a preset and share it with chosen users, roles or divisions, so they can load it from their own options menu. Applies to: system administrators (admin role). Only administrators can save layout presets…"
url: "https://support.symbiant.co.uk/kb/sharing-dashboard-layouts-with-other-users/"
updated: "2026-10-30"
category: Admin Basics
---

# Sharing Dashboard Layouts with Other Users

How to save a dashboard layout as a preset and share it with chosen users, roles or divisions, so they can load it from their own options menu.

Applies to: system administrators (admin role). Only administrators can save layout presets and share them. Module: any module with a dashboard (the example uses Incidents).

## How Sharing Works

A layout preset saves how the charts and grids on a dashboard are arranged, for example charts shown as tabs. When an administrator saves one, only that administrator can load it at first. Assigning it in **Set up > Presets** makes it available to other users, who load it with **Layout > Presets > Load…**. Users can't save layout presets themselves.

## Saving the Layout

1. Open the module and arrange the dashboard the way you want it. See Dashboard Layout Tools. In this example the charts are shown **As tabs**.
2. Click the three dots (⋮) at the top right, then **Presets** under **Layout** (1), then **Save…** (2).

![Options menu with Layout Presets and Save highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-01-save-menu.png)

1. Enter a **Name** (1). Names can't contain spaces, so use a name such as **IncidentChartsAsTabs**.
2. Click **Save** (2).

![Save Preset dialog with the name and Save button highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-02-save-dialog.png)

## Sharing the Preset

1. Click the **Set up** spanner at the bottom left, then **Presets** (1) under **System**.
2. Find your preset. **Root** shows which screen it belongs to (for example **view-collection-incidents** is the Incidents dashboard) and **Path** (2) is its name. **Public?** (3) shows a red cross while only you can use it.
3. Click the preset to open it.

![Set up Presets list with the menu item, preset name and Public column highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-03-setup-presets.png)

1. Under **Assignments**, tick who should get the preset: **Users** (1), **Roles** (2) and/or **Divisions** (3). Use the search boxes to find them. In this example it is shared with the **incident_manager** role.
2. Click **Save** (4).

![Preset details with the Users, Roles and Divisions assignments and Save highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-04-assignments.png)

Back in the list, **Public?** now shows a green tick.

**Note:** Assignments work as "or": anyone who matches a ticked user, role or division gets the preset. Leave **Admin Account** (you) ticked so you can still load it.

## What Users See

1. In the module, click the three dots (⋮) at the top right, then **Presets** under **Layout** (1), then **Load…** (2).

![A user's options menu with Layout Presets and Load highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-05-user-load-menu.png)

1. Type part of the preset name in **Search** (1). The list can look empty until you search.
2. Click the preset (2), then **Load** (3).

![Presets dialog with search, the shared preset and Load highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-06-user-load-dialog.png)

The dashboard is rearranged and a "Preset loaded!" message appears. The layout stays until the user leaves the module.

![A user's Incidents dashboard with the charts shown as tabs after loading the preset](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-08-user-loaded.png)

## Setting Your Own Default Layout

Administrators also see **Set default** under **Layout > Presets**. It asks "Are you sure you want to save the current view as your default?" and sets the current layout as **your** default for that dashboard. It doesn't change anyone else's. To change the dashboard for everyone, edit and save the view instead (see Editing a Dashboard Chart).

## Removing or Unsharing a Preset

- To stop sharing, open the preset in **Set up > Presets**, untick the users, roles or divisions, and click **Save**.
- To delete it, click the three dots (⋮) at the end of its row and choose **Delete** (2). **View** (1) opens it.

![Preset row menu with View and Delete highlighted](https://support.symbiant.co.uk/wp-content/uploads/2026/10/sharing-dashboard-layouts-07-row-menu.png)

## Related Articles

- [Saving Filter and Layout Presets](https://support.symbiant.co.uk/kb/saving-filter-and-layout-presets/)
- [Dashboard Layout Tools](https://support.symbiant.co.uk/kb/dashboard-layout-tools/)
- [Editing a Dashboard Chart](https://support.symbiant.co.uk/kb/editing-a-dashboard-chart/)
- [Setup Mode/Admin Menu](https://support.symbiant.co.uk/kb/setup-mode-admin-menu/)
- [User Roles Reference](https://support.symbiant.co.uk/kb/user-roles-reference/)