Governed Dashboards
  • About Dashboard Designer
    • What is Dashboard Designer?
    • Why is it used?
  • Getting Started
    • Accessing the Designer Module
    • Overview of Designer Module
      • Homepage
        • Guided Tour
        • Left Menu Panel
          • New
          • Manage
          • Open Dashboard
          • Preferences
          • Save As
          • Help
          • Exit
      • Dashboard Canvas Page
        • Right side Panel
          • Connection Page
          • Chart Container
          • Manage Window
          • Script Window
          • Guided Tour
        • Canvas Properties
        • Context Menu Properties
  • Create New Workspace
    • Workspace Creation: Complete Flow
    • Creating a Workspace
    • Renaming a Workspace
    • Deleting a Workspace
  • Create New Dashboard
    • Dashboard Creation: Complete Flow
    • Adding a New Dashboard
    • Create Connection
    • Drag and Drop Charts
    • Associate the Dataset
    • Preview the Dashboard
    • Save the Dashboard
    • User Alert Notification
  • Managing Options for a Dashboard
    • Open Dashboard in Designer
    • Publish a Dashboard
    • Share a Dashboard
    • Dashboard Version Control
    • Action Menu
      • Preview Dashboard
      • Export to Local Disk
      • Rename
      • Delete
      • Moving a Dashboard
      • Information Icon
      • Dashboard as Template
  • Connecting to a Data Source
    • Accessing the Data Connectors
    • Establishing a Data Connection
      • CSV Connection
      • Excel Connection
      • Data Service Connection
      • Data Science Service
      • Data Store Connection
      • Data Sheet
        • Data Sheet Enhancements
      • WebSocket Connection
      • Merged Connection
  • Charts Gallery
    • Charts
      • Area chart
      • Bar Chart
      • Bubble Chart
      • Circumplex Chart
      • Column Chart
      • Funnel Chart
      • Histogram Chart
      • Inverted Funnel
      • KPI Tile
      • Line Chart
      • Map Chart
      • Mito Plot
      • Mixed Chart
      • Pie Chart
      • Project Timeline
      • Pyramid Chart
      • Spark Line
      • Scatter Plot
      • Spider Chart
      • Waterfall Chart
    • Grids
      • Data Grid
      • Paging Grid
      • Data Sheet
      • Scorecard
      • Pivot Grid
    • Filters
      • Checkbox
      • Combobox
      • Hierarchical Combobox
      • List
      • Radio Button
    • Advanced Charts
      • Box Plot
      • Candle Stick
      • Chevron
      • Data Search
      • Decision Tree
      • Group Bar
      • Group Column
      • Heat Map
      • Text Analyzer
      • Time Series
      • Decomposition
      • Tree Map
      • Trellis
      • Word Cloud
    • Other Charts
      • Box
      • Bullet
      • Date Picker
      • Export
      • Filter Chips
      • Filter Saver
      • Gauge
      • Graphics
      • Guided Tour
      • H-Slider
      • Image
      • Info Button
      • Label
      • Legend
      • Progress Pie
      • Semi Gauge
      • Stepper
      • SVG Image
      • Text Box
      • Trend
      • URL Button
      • V-Slider
      • Tab Component
      • Inputbox component
      • Button component
    • Custom Charts
    • Common Chart Properties
      • Background
      • Title & Sub-title
      • X & Y Axis Properties
      • Legend Properties
      • Formatter
      • Axis Setup
      • Export Options
  • Dashboard Objects
    • Manage Dashboard Components
    • Dashboard Objects Properties
  • Configurations
    • Filtering the Data
    • Drill Through
    • Dataset Properties
    • Indicators in Charts
    • Tooltip(Default & Custom)
    • Data Label
    • Geo Mapping
    • Language Mapping
    • Legend Mapping
    • Alerts in Grids
  • Script Help Section
    • Navigate to Script Help page
    • How to use Scripts?
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  1. Managing Options for a Dashboard

Share a Dashboard

PreviousPublish a DashboardNextDashboard Version Control

Last updated 2 years ago

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 icon for the selected dashboard.

  • The Share Dashboard dialog box opens.

  • Use the USER LIST or USER GROUPS option to select user(s)/user group(s) to share the dashboard. Select the EXCLUDE USER option to exclude user(s) from the rights to see a dashboard.

  • Use the arrows to move the user(s) or user group(s) to the right side box.

  • The user(s) and user group(s) moved to the right side box are selected user(s) and user group(s).

  • Click the Share option.

  • A confirmation message appears and the dashboard gets shared to the selected user(s) or user group(s).​​

  • The shared dashboard gets notified by the letter 's' next to the dashboard names in the user account where it has been shared.

Please Note: The shared dashboards can only be opened in the Designer module by the users to whom they are shared. The users do not get any other options to be applied on the shared dashboards.

Accessing the Share Dashboard option

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The Shared Dashboard appears in the list with the letter "S"