Share a Dashboard

Sharing a Dashboard

Check out the walk-through on how to share a Dashboard.

Sharing a Dashboard

• Open the Manage option.

• Open a Workspace from the list of workspaces.

• Select a dashboard from the list of dashboards.

• Click the Share Dashboard icon for the selected dashboard.

  

  Accessing the Share Dashbord option
• The Manage Access window opens for the selected dashboard.

• Select permissions using the checkboxes provided for the Grant Permissions.

• Use the User List or User Groups option to select user(s)/user group(s) to share the dashboard.

• Search for the user or user group using the search bar.

• Use the checkboxes to select the user(s) or user group(s) you want to share the dashboard. ​

• Click the Share option.

  
• A success message ensures that the dashboard is shared successfully. ​

• Open the Share Dashboard window again for the same dashboard, the user to whom it has been shared will be listed under the Granted Permissions section.

• Navigate to the target user's account, and access the Designer module. Open the Manage section. The shared dashboard gets notified by the letter 's' next to the dashboard name. Even the workspace will be notified with 's' next to it indicating that it is a shared workspace.

Accessing a shared dashboard from the target user account

Excluding Users

Check out the illustration on excluding the users while sharing a dashboard with a user group.

Excluding users from the previleges to get a shared dashboard

• Navigate to the Share Dashboard window.

• Choose permissions from the Grant Permissions section.

• Go to the User Groups tab.

• Search for a specific user group using the search bar.

• Select a user group using the checkbox. The user is allowed to select multiple user groups.

• Open the Exclude User tab.

• Select users whom you wish to exclude by using the checkboxes.

• Click the Share option.

  
• A notification message ensures the dashboard is shared with the user group.

  
• Open the Manage Access window again for the same dashboard.

• The excluded users will be listed under the Excluded Users section.

  

Please Note: The excluded users can be included to have the privileges of the shared dashboard by using the Include user option.

Revoking the Privilege(s)

Check out the illustration on revoking the shared dashboard privileges for a user/ user group.

Revoking Permissions for a Dashboard

• Navigate to the Manage Access window for a shared dashboard.

• The user(s)/ user group(s) to whom the dashboard has been shared appears under the Granted Permissions section.

• Select a user or user group from the Granted Permissions section.

• Click the Revoke icon.

  
• The Revoke window appears to confirm the action.

• Click the Yes option.

• A notification message appears.

• The selected user or user group's privileges would be revoked for that dashboard. The selected user or group will be removed from the Granted Permissions section.

  

Please Note: The shared dashboards can be opened only in the Designer module by the users with whom they are shared. The users do not get any further managing options credited to a shared dashboard.