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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 both viewing and editing rights.

Before you begin

  • Users can share dashboards that they 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.
Administrators can set two properties that affect how users share responsive dashboards:
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 .
For more information, see Dashboard permissions.

About this task

In general, when you share a dashboard, you are not granting permission to the widgets on that dashboard. Most Performance Analytics widgets, however, inherit security rules from the dashboards where they have been added. If you can view a dashboard, you can see the Performance Analytics widgets on that dashboard.
Note: Performance Analytics List widgets do not show the indicators that you do not have permission to read. While the dashboard permission applies to the Performance Analytics list widget as a whole, individual indicators in that list follow the permissions for those indicators. For more information about indicator permissions, see Control access to an indicator.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. Select the dashboard that you want to share from the dashboard picker on the top left.
  3. Click the Sharing icon (Sharing icon) to open the Share panel.
  4. Click Add groups and users (Add Users and Groups icon). Users who have the admin, pa_admin, dashboard_admin, or pa_power_user roles can also see roles on the Share panel.
  5. Start typing the name in the To field.
  6. Select a user, group, or role from the list that is shown.
  7. From the Recipients list, select Can view or Can edit to specify the permissions the user, group, or role has on the dashboard. When a person you have shared the dashboard with goes to the Dashboard Overview, they will see either Viewer or Editor as their role with respect to the dashboard.
    Sharing window with two recipients selected, the knowledge admin role selected, and the Recipients Can view menu item selected.
    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. For more information, see Domain separation in Dashboards.
  8. (Optional) Clear the Send an email invitation check box.
    You can choose not to send an email message. For example, if the recipients are already aware the dashboard has been shared with them.
  9. (Optional) Compose an addition to the default email invitation message. The default email message reads "The dashboard <Name of Dashboard> has been shared with you by <user role>."
    Users with the admin role can edit the default email message. Navigate to System Notification > Email > Notifications and open the Dashboard Sharing Notification. For more information, see Create an email notification.
  10. Click Share.
    Share window with specified recipients, Send an email notification box checked, and an invitation message added.

Result

The dashboard is shared and, if specified, an invitation is sent to the invited users.
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