Share a responsive dashboard
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- UpdatedJan 30, 2025
- 4 minutes to read
- Yokohama
- Dashboards
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 both viewing and editing rights.
Before you begin
- You can share dashboards that you own with other groups and users.
- Only users with the admin, dashboard_admin, pa_admin, or pa_power_user role can see roles in the Sharing panel.
- 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.
Access control list (ACL) rules for scoped applications apply to dashboards created within scoped applications. To apply pa_dashboard ACLs to dashboards within a scoped app, see Enable pa_dashboard records in scoped applications.
Reports and other data visualizations on dashboards are subject to report_view ACLs and may not be visible to all users you share a dashboard with. For more information, see Report_view access control.
- glide.cms.share_dashboards.role
- In this system property, the admin can specify a comma-separated list of roles that can share their own dashboards.
Note: If one role in this list is misspelled, that role will not be able to share dashboards. If there is only one role in this list and that role is misspelled, no user will be able to share dashboards until the value for this property is corrected.
- glide.cms.dashboards.sharing_with_secure_search
- In this system property, the admin can specify that security rules are applied to the lists of users, user groups, and roles that are visible when users share responsive dashboards. Only users with one of these roles can see roles in the Sharing panel: admin, dashboard_admin, pa_admin, and pa_power_user.
About this task
When domain separation is enabled and the system property glide.security.admin.override.accessterm is not selected, admins must be in the same domain as the dashboard to share it. See Evaluate the admin override at the access level.
Procedure
Result
The dashboard is shared and, if specified, an invitation is sent to the invited users.