Share a Dashboard or Self Service Report with Users

This applies to: Visual Data Discovery

Your users can share dashboards easily amongst themselves in a user-friendly manner. Allow them to grant and revoke VIEWER, COMMENTER, or EDITOR access level to a dashboard for sharing. When a user shares a dashboard, the users who receive it can access the underlying visuals and sources used in the dashboard. See Shared Access - Viewers.

Share dashboards with:

• Existing users in a non-tenant environment.

• Existing users and groups within a tenant, and optionally with everyone in a tenant using the Share with everyone tab. You must enable dashboard sharing in your tenant environment. See Server-Level Variables.

• As an administrator, you can filter users who can receive a dashboard using the recipient rules API. See Configure Recipient Rules.

Share a Dashboard

1. Log into Symphony in data discovery as a user who can share dashboards (Manage Dashboard Permissions privilege). Your user account must meet one of the following conditions:

   • Access as the OWNER of a dashboard - the user who created it and has READ, WRITE, and DELETE permissions for it.

   • Access as the EDITOR of a dashboard - the user who can edit and has READ and WRITE permissions for it.

   • In a group with the Administer Dashboards privilege.

2. Open the dashboard you wish to share from the list of available dashboards.

3. Select Share Dashboard icon. The Share [Dashboard Name] work area opens with a Select Users work area visible. In a multi-tenant environment, several tabbed work areas are shown: Select Users, Select Groups, and Share with everyone.

   

4. Select and add users using the work area.

5. Enter a full or partial user or group name in the search field to find and select existing users and groups.

   Note: If you use the Share with everyone work area, you can skip this step.

6. Select an access level for the selected users, groups, or everyone in your tenant: 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.

7. Select Add to grant selected users and groups access to this dashboard.

   Dashboard owners and users with Viewer, Commenter, or Editor access to the dashboard are listed in the Existing Access list.

   Note: If you use the Share with everyone work area, all users are given the access level you selected.

8. Select Save to save your changes. Any user or group on the Existing Access list retain their access until you revoke their access.

Note: Local visuals inherit a dashboard's access level. To share visuals from the Visual Gallery included in your dashboard, you need appropriate permissions or privileges, and DATA ACCESS permission for the sources of those visuals. See Shared Access - Viewers, Shared Access - Commenters,and Shared Access - Editors.

Shared Access - Viewers

Shared Access - Commenters

Shared Access - Editors