(v24) Share a Dashboard with Users

Share a Dashboard with Users

This applies to: Visual Data Discovery

Your users to share dashboards easily among themselves in a user-friendly manner. Allow them to grant and revoke VIEWER, COMMENTER, or EDITOR access level to a dashboard and share it. When a dashboard is shared, the receiving users can access the underlying visuals and sources used in the dashboard. See Shared Access - Viewers .

Share dashboards with:

• Existing users, groups, or users and groups in a tenant.

• 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. 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 . 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. Select and add users using the Select Users work area, Select Groups work area, or Share with everyone (when you are working within a tenant).

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

Sharing User or Group Access - Dashboards	Sharing User or Group Access - Visuals	Sharing User or Group Access - Sources	Recipient Access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	No visuals access	No source access	Recipients are given access to: VIEWER access level to the dashboard No visual access No source access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	Sharing user has visual access: Owner of the visual Has Manage Visuals privilege, and READ permission for the visuals Has Administer Visuals privilege	No source access	Recipients are given access to: VIEWER access level to the dashboard VIEWER access level to the visuals No source access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	Sharing user has visual access: Owner of the visual Has Manage Visuals privilege, and READ permission for the visuals Has Administer Visuals privilege	Sharing user has source access: Owner of the source Has Manage Sources privilege, and DATA ACCESS permission for the source Has Administer Sources privilege	Recipients are given access to: VIEWER access level to the dashboard VIEWER access level to the visuals DATA ACCESS permission to the source

Shared Access - Commenters

Sharing User or Group Access - Dashboards	Sharing User or Group Access - Visuals	Sharing User or Group Access - Sources	Recipient Access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	No visuals access	No source access	Recipients are given access to: COMMENTER access level to the dashboard No visual access No source access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	Sharing user has visual access: Owner of the visual Has Manage Visuals privilege, and READ permission for the visuals Has Administer Visuals privilege	No source access	Recipients are given access to: COMMENTER access level to the dashboard COMMENTER access level to the visuals No source access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	Sharing user has visual access: Owner of the visual Has Manage Visuals privilege, and READ permission for the visuals Has Administer Visuals privilege	Sharing user has source access: Owner of the source Has Manage Sources privilege, and DATA ACCESS permission for the source Has Administer Sources privilege	Recipients are given access to: COMMENTER access level to the dashboard COMMENTER access level to the visuals DATA ACCESS permission to the source

Shared Access - Editors

Sharing User or Group Access - Dashboards	Sharing User or Group Access - Visuals	Sharing User or Group Access - Sources	Recipient Access
Sharing user has dashboard access: OWNERor EDITOR of the dashboard Has Administer Dashboards privilege	No visuals access	No source access	Recipients are given access to: EDITOR access level to the dashboard No visual access No source access
Sharing user has dashboard access: OWNERor EDITOR of the dashboard Has Administer Dashboards privilege	Sharing user has visual access: OWNER or EDITOR of the visuals Has Administer Visuals privilege	No source access	Recipients are given access to: EDITOR access level to the dashboard EDITOR access level to the visuals No source access
Sharing user has dashboard access: OWNER or EDITOR of the dashboard Has Administer Dashboards privilege	Sharing user has visual access: OWNER or EDITOR of the visuals Has Administer Visuals privilege	Sharing user has source access: OWNER or EDITOR of the sources Has Manage Sources privilege, and DATA ACCESS permission for the source Has Administer Sources privilege	Recipients are given access to: EDITOR access level to the dashboard EDITOR access level to the visuals DATA ACCESS permission to the sources