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How to Create, Configure, and Manage a Dashboard › Manage the Dashboard › Share the Dashboard

Share the Dashboard

You can share a dashboard with a user, a group of users, or an OBS group. When you share, the dashboard appears in the user list of dashboards for viewing. By default, when you share with a user, they have view only rights.

You can also assign manager rights to a user. The rights let the user change and publish the dashboard to all who can view the dashboard. Give the permission to only a few trusted users.

You can also allow a user to change the shared copy of the dashboard that appears in the user dashboard list. The changes apply only to the user version and other users cannot view them. The changes remain in the user copy until the owner of the dashboard, or a user with manager rights publishes changes. The latter overwrites all personalized changes.

Follow these steps:

  1. Open Home, and from Personal, click Dashboards.
  2. Open the details page for the dashboard, and open the Actions menu, and click Sharing.
  3. Click the appropriate menu to add a resource, group, or OBS unit.

    Click Full View to see the names of users who have access to the dashboard through means other than sharing.

  4. Click Add.
  5. Select the individuals, groups, and OBS groups with whom you want to share, and click Add.