Sharing dashboards

What's in this article?

 

  • Learn how share dashboards with groups of users.
  • Assign sharing rights to shared dashboards.
  • Step-by-step instructions.

 

How to share dashboards

You can share dashboards with different groups that have been set up in your organization. This allows for data experts to set up dashboards and quickly share them with the people that need to monitor that data. As you share dashboards with other groups, you will need to assign different levels of permissions to those users.

Permissions

  • Use Only: Users can only use the resource in a limited way, such as building Klips. They may not make edit or share the resource with other users.
  • Use and Edit: Users have full privileges associated with the resource and may use, update, edit, share, or delete the resource.

Visibility

  • Add to dashboards (required): The dashboard is shared with all users in a group.  Users are not able to remove this dashboard.
  • Add to dashboards: The dashboard is shared with all new users in a group. Users are able to remove this dashboard.
  • Add to library only: The dashboard is available for selection from the Library.

Sharing dashboards

You can either share a dashboard from the Library or from the Dashboard page.

To share from the Library

  1. Click the Library link on the dashboard welcome page.
  2. Select the Dashboards Tab.
  3. Click the appropriate dashboard.
  4. Click the Edit link beside the Sharing heading.
  5. Click the Sharing link.
  6. Click the Share this dashboard link.
  7. Select one or more Groups under the Sharing heading.
  8. Determine the Rights to be associated with each group.
  9. Click the Save button.

The dashboard is shared with the specified groups and will appear in those groups’ Library.

To share a dashboard from your account

  1. Click the dashboard's menu button.
  2. Select Share from the menu.
  3. Select Share with groups ... .
  4. Select one or more Groups under the Sharing heading.
  5. Determine the Rights to be associated with each group.
  6. Click the Save button.

The dashboard is shared with the specified groups and will appear in those groups’ Library.

What's next?

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