Share a Dashboard with Users Inside Your Tenant 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
, COMMENTER
, or EDITOR
access level to a dashboard. This action grants users permission to access the underlying visuals and sources used in the dashboard. See Shared Access - Viewers .
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 a tenant account.
Administrators can filter users who can receive a dashboard using the recipient rules API. See Configure Recipient Rules.
Share a Dashboard with Users
-
Log into Composer in 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. - Access as the
EDITOR
of a dashboard - the user who can edit and hasREAD
andWRITE
permissions for it. - 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.
-
Select an access level for the selected users: Viewer, Commenter, or Editor.
Note: All users can see comments associated with widgets in your dashboard when comments are enabled. See Manage Widget Comments for more information on working with comments. -
Select Add to grant the users access to this dashboard.
Dashboard owners and users with Viewer, Commenter, or Editor access to the dashboard are listed in the Existing Access list.
Select Save to save your changes. Users on the Existing Access list retain their access until you revoke their access.
DATA ACCESS
permission for the sources of those visuals. See Shared Access - Viewers , Shared Access - Commenters,and Shared Access - Editors.
Shared Access - Viewers
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:
|
Shared Access - Commenters
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:
|
Shared Access - Editors
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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