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Sharing metrics and metric dashboards

You can share an individual metric or a group of metrics on a dashboard.

When you share a metric or a dashboard with an individual in your account, an email notification is automatically sent to the recipient. Learn more about email notifications.

Here are a few things to keep in mind when sharing:

  • When granting sharing access, you can only grant your level of access or less. For example, if you have “Can view and share” access to a metric, you cannot give “Can edit” access to someone else.
  • When sharing a dashboard, any metrics for which you don't have sharing rights are indicated with a "lock" symbol.
  • When you grant sharing access to a dashboard, you can optionally give unique sharing access for each of its metrics. Dashboard sharing settings don't override those of its metrics.

For example, if you share a dashboard with "Can view and share" access, you can give "Can edit" access to any or all of its metrics.

  • Admin users do not automatically receive editing access to metrics and metric dashboards. However, to help manage assets in the account, Admins can delete dashboards from the dashboard list page, accessed by clicking Dashboards in the left navigation sidebar.
  • All users, including those with the Admin role, can only share with groups of which they're a member.
  • You can share a read-only view of a dashboard, internally or externally, and give public or passcode access to it. Learn about published views.

Looking for a quick introduction to sharing metrics and dashboards? Check out this brief video:

This article contains the following sections:

Sharing metrics

You can share metrics with individual users or groups within your organization.

When you share a metric and grant the recipient "Can view and share” access, they can share it with others and explore it, trying out different visualization types, applying different filters, etc. However, they cannot change the underlying data in the metric. Any changes they make while exploring are only reflected in their version of the metric. Your original metric is not affected.

To enable others to make changes to the original metric, you must grant them "Can edit" access.

To share a metric:

  1. In an open metric, click theShare button in the upper-right corner of the window.
  2. In the Share dialog, enter either a user name or a group name with which you want to share the metric. You can either type the user or group name or choose from an alphabetical list of recipients (accessed by clicking the drop-down arrow). Continue adding user or group names as needed.
  3. Under Metrics, click the drop-down arrow and select Can edit or Can view and share.
  4. Click Share.

To see metrics that have been shared with you, on the Metric List page, select Shared with me from the drop-down list (see below):

Sharing dashboards

When you share a dashboard, you can either grant unique access to individual metrics or grant the same level of access to all metrics on the dashboard.

You can share either from an open dashboard or from your list of dashboards.

To share an open dashboard:

  1. With the dashboard open, click theShare button in the upper-right corner.
  2. In the Share dialog, enter either a user name or a group name with which you want to share the dashboard. You can either type the user or group name or choose from an alphabetical list of recipients (accessed by clicking the drop-down arrow). Continue adding user or group names as needed.
  3. Under Dashboard and Metrics, click the drop-down arrow and select Can edit or Can view and share.
  4. Click Share.

To share from your list of dashboards:

  1. In the left navigation sidebar, click Dashboards.
  2. Click the 3-dot menu for the dashboard and click Share.
  3. In the Share dialog, enter either a user name or a group name with which you want to share the dashboard. You can either type the user or group name or choose from an alphabetical list of recipients (accessed by clicking the drop-down arrow). Continue adding user or group names as needed.
  4. Under Dashboard and Metrics, click the drop-down arrow and select Can edit or Can view and share.
  5. Click Share.

Modifying access to shared metrics and dashboards

After you share a metric or dashboard, you can view, modify, or remove the sharing rights you previously granted to others.

To modify access to a shared metric:

  1. In an open metric, click theShare button in the upper-right corner of the window.
  2. Click the link to open the access dialog (as shown below).

  1. Select from the drop-down list under Metrics to update others' access or click the Remove icon to remove them from the list.

Note: Available options include Can Edit, Can view and share, and No access. The Varied icon represents mixed access to the assets, for example, a user could be the owner of some assets but only have view access to the rest. Remember - you can only grant sharing access that aligns with your access level or below.

  1. Click Save.

To modify access to a shared dashboard:

  1. With the dashboard open, click theShare button in the upper-right corner of the window.
  2. Click the link to open the access dialog (as shown below.)

  1. Select from the drop-down lists under Dashboard and Metrics to update others' access or click the Remove icon to remove them from the list.

Note: Available options include Can Edit, Can view and share, and No access. The Varied icon represents mixed access, for example, a recipient could have “Can view and share” access to one of the metrics on the dashboard and “Can edit” access to the rest of the metrics. Remember - you can only grant sharing access that aligns with your access level or below.

  1. Click Save.

Note: If you click the Remove icon when modifying access to a dashboard, you are removing access to the dashboard. Its metrics will retain their previous sharing settings.

Notes on sharing permissions and access

You can request access to a metric from its owner. To see the owner, click the 3-dot menu for an open metric or in an individual metric on a dashboard (when in View mode), and select About.

Your ability to share a metric or dashboard depends on:

  • Your permissions, determined by the settings selected for your role. To share a metric you must have the "Share metrics" permission associated to your user role. To share a dashboard, you must have the “Share PowerMetrics dashboards” permission associated to your user role. Learn more about user role permissions.
  • Your access to the metric. If you do not have access, you will not be able to share the metric with others.

The recipient's access to the shared metric depends on:

  • The recipient's permissions, determined by the settings selected for their role. Regardless of the access level you are granted by the sharer, you can only interact with a metric according to the permissions associated with your role. For example, as a user, if you are assigned to the default "PowerMetrics Viewer" set of role permissions and someone shares an asset with you that gives you editing rights, you won't be able to edit the asset because your role permissions don't allow editing.
  • The level of access granted by the sharer. For example, if a sharer gives you viewing access to a metric and you have a set of permissions that allows editing, you will only be able to view and share the metric.

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