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Sharing metric dashboards

Updated

This article contains the following sections:

Sharing dashboards

You can share dashboards with individual users or groups within your organization. To share a dashboard, it must be one that you created or one that was shared with you. To give “can edit” access to others, you must have edit access to the dashboard.

You can share either from an open dashboard or from your list of dashboards.

Note: When sharing dashboards with your team, you may notice the UI for sharing dashboards with published views. Go here if you want to learn more about published views.

To share a dashboard:

  1. To share a dashboard:
    • From an open dashboard: Click the share button Share button in the upper-right corner of the window.
    • From your list of dashboards: In the left navigation sidebar, click Dashboards. Then, click the 3-dot menu for the dashboard and click Share.
  2. In the Share with your team dialog, enter either a user name or a group name with which you want to share the dashboard. You can either type the user or group name or choose from an alphabetical list of recipients (accessed by clicking the drop-down arrow).
    Note: If you're an Account Admin and enter the name or email of someone who's not currently a member of your account you can click "Do you want to invite a new user?" to invite them. Learn more about inviting users.
  3. When you're done selecting users and groups, click Share.
  4. By default, users and groups are granted Can view rights. To modify this setting, under Dashboard and Metrics, click the drop-down arrow beside the desired user or group and select Can edit.
  5. When you're finished sharing, close the window.

Modifying access to shared dashboards

After you share a dashboard, you can view, modify, or remove the sharing rights you previously granted to others.

To modify access to a shared dashboard:

  1. In an open dashboard, click the share button Share button in the upper-right corner of the window.
  2. On the Share with your team dialog, under Dashboard and Metrics, click the drop-down arrow beside the desired user or group and click Can view or Can edit.
  3. To remove sharing access, click the remove buttonRemove icon.
    Note: If you click the Remove icon when modifying access to a dashboard, you are removing access to the dashboard. Its metrics will retain their previous sharing settings.
  4. When you're done modifying access, close the window.
    Note: if you see the Varied access icon, this means there's mixed access to the assets. For example, a recipient could have “Can view” access to one of the metrics on the dashboard and “Can edit” access to the rest of the metrics. Remember - you can only grant sharing access that aligns with your access level or below.

Notes about dashboard sharing

Here are a few things to keep in mind when sharing dashboards:

  • Your ability to share a dashboard depends on your permissions, determined by the settings selected for your role. To share a dashboard, you must have the “Share PowerMetrics dashboards” permission associated to your user role. Learn more about user role permissions.
  • When granting sharing access, you can only grant your level of access or less. For example, if you have “Can view” access to a dashboard, you cannot give “Can edit” access to someone else.
  • When metrics are added to an already-shared dashboard, they don't automatically take on the dashboard's share settings. After adding new metrics, you'll be prompted to share them with the dashboard's users before saving.
  • When sharing a dashboard, any metrics for which you don't have sharing rights are indicated with a "lock" symbol.
  • Admin users do not automatically receive editing access to metric dashboards. However, to help manage assets in the account, Admins can delete dashboards from the dashboard list page, accessed by clicking "Dashboards" in the left navigation sidebar.
  • All users, including those with the Admin role, can only share with groups of which they're a member.
  • You can share a read-only view of a dashboard, internally or externally, and give public or passcode access to it. Learn about published views.
  • When you share a dashboard with an individual in your account, an email notification is automatically sent to the recipient. Learn more about email notifications.

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