Share a Dashboard with Users Inside Your Account
You can allow your users to share dashboards easily among themselves in a user-friendly manner by allowing them to grant and revoke VIEWER
access level to a dashboard, and grant users permission to underlying visuals and sources. See Shared Access.
Control the visibility of this feature in embedded mode by enabling or disabling Share Dashboard in the dashboard interactivity settings.
Who a dashboard can be shared with:
Dashboards can only be shared with existing users, not groups or an account.
Administrators can filter users who can receive a dashboard using the centerpiece rules API. See Configure Recipient Rules.
Share a Dashboard with Users
Log into Composer as a user who can share dashboards. Your user account must meet one of the following conditions:
- Access as the
OWNER
of a dashboard - the user who created it and hasREAD
,WRITE
, andDELETE
permissions for it. - In a group with the Manage Dashboard Permissions privilege, and
READ
permission for the dashboard. - In a group with the Administer Dashboards privilege.
- Access as the
Open the dashboard you wish to share from the list of available dashboards.
Select Share Dashboard
. The Share [Dashboard Name] work area opens.
Use the Select Users box to find and select one or more existing users in your account, then select Add Viewer to grant the selected users Viewer access to this dashboard. Users who can currently view the dashboard are listed in the Existing Access list.
Select Save to save your changes. Users on the Existing Access list retain Viewer access until you revoke their access.
Shared Access
When users share a dashboard, the recipient can read the dashboard, and may have access to visuals and permissions at the same level of access the user has. If you or your users revoke a recipient's access to a dashboard, the recipient still has READ
access to the visuals and DATA ACCESS
to the source.
Sharing User Access - Dashboards | Sharing User Access - Visuals | Sharing User Access - Sources | Recipient Access |
---|---|---|---|
Sharing user has dashboard access:
| No visuals access. | No source access. | The recipient is given access to:
|
Sharing user has dashboard access:
| Sharing user has visual access:
| No source access. | The recipient is given access to:
|
Sharing user has dashboard access:
| Sharing user has visual access:
| Sharing user has source access:
| The recipient is given access to:
|
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