[SC-17866] Document publishing My Dashboard pages to the organization

site/guide/configuration/customize-your-dashboard.qmd

@@ -9,7 +9,7 @@ date: last-modified
 Customize what you see on the {{< var validmind.platform >}} when you first log in with dashboards and widgets, enabling you to review and access information at a glance. 
 
 :::{.callout}
-Changes are automatically saved to your account and do not affect other users.
+Changes are automatically saved to your account and do not affect other users, unless you publish a dashboard to your organization.[^share]
 :::
 
 ::: {.attn}
@@ -69,6 +69,74 @@ b. Click **Yes, Delete Dashboard** to confirm permanent deletion of that dashboa
 
 :::
 
+### Share a dashboard with your organization
+<span id="share-a-dashboard"></span>
+
+Publishing a dashboard adds it as a tab for members of your organization, so that everyone works from the same view instead of assembling their own.
+
+::: {.callout}
+To publish a dashboard, you need the **Manage Shared Dashboards** permission.[^permissions] No role holds it by default — [{{< fa hand >}} Customer Admin]{.bubble} users can publish, and an administrator can grant it to any other role.
+
+You can only publish a dashboard you own. Holding the permission does not let you publish someone else's dashboard.
+
+:::
+
+::: {.panel-tabset}
+
+#### Publish a dashboard
+
+1. In the left sidebar, click **{{< fa home >}} Dashboard**.
+
+2. Click on the tab for the dashboard you want to publish.
+
+3. Click **{{< fa pencil >}} Edit Dashboard**.
+
+4. Select **{{< fa upload >}} Publish to Organization**.
+
+5. (Optional) Select one or more roles under **Visible to Roles** to limit which users see the dashboard:
+
+    - Leave **Visible to Roles** empty to make the dashboard visible to everyone in your organization. This is the default.
+    - Only organization roles can be selected,[^roles] not record stakeholder types.[^stakeholders]
+    - [{{< fa hand >}} Customer Admin]{.bubble} users are not affected by role restrictions.
+
+6. Click **Publish Dashboard**.
+
+::: {.callout-important title="Every widget must already be shared with the same roles."}
+A dashboard cannot be published while it still contains a widget that your colleagues would not be able to see. If any widget is not shared with the organization, or is not visible to the roles you selected, the dashboard is not published and each blocking widget is listed by name.
+
+To resolve it, share those widgets with the same roles — you may need an administrator to do this — or remove them from the dashboard and publish again.
+
+:::
+
+#### What your colleagues see
+
+Once published, the dashboard appears as a tab for the members of your organization who hold the selected roles.
+
+- The dashboard is **view-only** for them. Only its owner or an administrator can change it.
+- A banner names who shared it.
+- If a viewer holds none of the roles a particular widget is restricted to, that widget is replaced by a placeholder telling them they don't have access. The widget's data is never sent to their browser.
+
+#### Unpublish a dashboard
+
+Unpublishing returns the dashboard to being private and removes it from other members' dashboard tabs.
+
+1. In the left sidebar, click **{{< fa home >}} Dashboard**.
+
+2. Click on the tab for the published dashboard.
+
+3. Click **{{< fa pencil >}} Edit Dashboard**.
+
+4. Select **{{< fa download >}} Unpublish**.
+
+5. Click **Yes, Unpublish Dashboard** to confirm.
+
+::: {.callout}
+Taking your own dashboard back does not require the **Manage Shared Dashboards** permission — if your permission is revoked after you publish, you can still unpublish. Administrators can also unpublish a dashboard shared by someone else, which removes their own access to it along with everyone else's.
+
+:::
+
+:::
+
 ## Manage widgets
 
 Widgets display information at a glance on your dashboards.[^1]
@@ -198,3 +266,11 @@ Removing a widget from a dashboard will not delete the linked view or analytics
 [^7]: [Widget types](#widget-types)
 
 [^8]: [Arrange widgets](#arrange-widgets)
+
+[^share]: [Share a dashboard with your organization](#share-a-dashboard)
+
+[^permissions]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
+
+[^roles]: [Manage roles](/guide/configuration/manage-roles.qmd)
+
+[^stakeholders]: [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd)