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Share a responsive dashboard

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Share a responsive dashboard

Share a dashboard with other users to create a shared view of data that you can use to collaborate. You can give other users viewing rights or editing rights.

Before you begin

  • Users can share dashboards that they own with other groups and users.
  • Only users with the admin, pa_admin, or pa_power_user role can share dashboards with other roles.
  • Users with the pa_admin or pa_power_user role can share dashboards that they can edit.
  • Users with the admin role can share any dashboard they can access.

About this task

Sharing a dashboard does not grant permission to most widgets on that dashboard. The exceptions are the Performance Analytics widgets, which inherit view ACLs from the dashboards where they have been added. Users who can view a dashboard can see all Performance Analytics widgets on that dashboard.

Procedure

  1. Navigate to Self-Service > Dashboards.
  2. Select the dashboard that you want to share from the dashboard picker on the top left.
  3. Click Sharing (Sharing icon) to open the sharing panel.
  4. Click Add groups and users (Add Users and Groups icon). Users who have the admin, pa_admin, or pa_power_user roles can also share the dashboard with other roles.
  5. Start typing the name in the To field.
  6. Select a user, group, or role from the list that displays.
  7. From the Recipients list, select Can read or Can edit to specify the permissions the user, group, or role has on the dashboard.
    Note: To edit a shared dashboard, a user must be in the same domain as the dashboard. Sharing a dashboard with write access (Can edit) does not change that. The Can edit sharing option works only if the dashboard is shared with a user in the same domain as the dashboard.
  8. Click Invite.
    Invite user, group, or role to share your dashboard

Result

The dashboard is shared and an invitation is sent out to the invited users.
Note: It is not possible to disable the email notification.
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