How do I share a business dashboard?
Description

When you create a business dashboard it's easy to quickly share it with other users in just a few clicks. You can also choose whether those users can edit the dashboard or just view it, so you're in complete control.  Let's take a closer look.

Cause
Resolution

Share a dashboard

You can share dashboards that you created and also any shared dashboards that you have access to edit.  

  1. From the navigation bar, click Business dashboard then select the relevant dashboard, then click Edit.
  2. Click Share dashboard then set up sharing as follows:

    Select all view only
    • To quickly give all other users read-only access to the dashboard, click this option.
    Select all edit
    • To quickly give all other users full access to edit the dashboard, click this option.
    Clear all
    • To quickly remove access for all other users, click this option.
    Set individual access
    • To set access for each individual user, select the View only and Edit check boxes as required. 

      TIP: You must select View only before you can select Edit. 
    Manage access
    • To change how a dashboard is shared, click Share dashboard then amend access as required.


  3. To save your settings, click Save then click Finished editing.

That's it. Any colleagues you chose to share your dashboard with can now see it in Business dashboard under Shared dashboards.


How are dashboard changes shared?

To keep shared dashboards consistent across users, while also giving users flexibility around the information they see, some changes to a shared dashboard are user specific:

  • Editing the criteria on individual widgets applies only to the user making the changes.
  • All other changes to a dashboard affect all users of that dashboard.

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