(v24) Revoke or Change Shared Dashboard Access

Revoke or Change Shared Dashboard Access

This applies to: Visual Data Discovery

Users with appropriate access can revoke Viewer, Commenter, and Editor access from shared dashboards if needed.

If you or your users revoke a recipient's access to a dashboard, the recipient still has READ access to the visuals and DATA ACCESS to the source. See Shared Access - Viewers .

Revoke dashboard viewer, commenter, or editor access

1. Log in as a user who can share dashboards. Your user account must meet one of the following conditions:

   To revoke an access level:

   • 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 need from the list of available dashboards.

3. Select Share Dashboard . The Share [Dashboard Name] work area opens with several tabbed work areas: Select Users, Select Groups, and Share with everyone for tenants in your environment.

4. Use the Search box to find one or more users or groups in the Existing Access list in the Select Users work area, Select Groups work area, or Share with everyone work area (when you are working within a tenant).

5. Select the remove icon () next to the user name or group name to remove their access to the dashboard. Select the remove icon as appropriate in the Share with everyone work area.

6. Select Save to save your changes.

Change dashboard access

1. Log in as a user who can share dashboards. Your user account must meet one of the following conditions:

   To change a user's access level:

   • 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 need from the list of available dashboards.

3. Select Share Dashboard . The Share [Dashboard Name] work area opens with several tabbed work areas: Select Users, Select Groups, and Share with everyone for tenants in your environment.

4. Use the Search box to find one or more users or groups in the Existing Access list in the Select Users work area, Select Groups work area, or Share with everyone work area (when you are working within a tenant).

   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.

5. Select Save to save your changes.

Note: When you revoke access to a dashboard, they can no longer access the dashboard, but may still have access to shared visuals and sources.