From the dashboard, click Options > Share. You can share the dashboard with individual users, a user group, or everyone in your organization.
Sharing a dashboard with a user group
- Select the Users & groups radio button.
- From the left-side panel, select User Groups.
- Select the check box for the user groups with whom you want to share the dashboard.
- Click Save.
Members of the user group now have access to the dashboard.
Sharing a dashboard with individual users
- Select the Users & groups radio button.
- From the left-side panel, select Users.
- Select the check box for the user names with whom you want to share the dashboard.
- Click Save.
Sharing a dashboard publicly
- Select the Public radio button.
- Select a public dashboard category.
Optionally, set a category for the dashboard.
Categories are created by the Administrator or system administrator as a means of organizing the Public Dashboard.
- Click Save.
Dashboards shared with individual users are shared to the user's Shared with me dashboard. Dashboards shared with everyone are shared in Public Dashboards to the dashboard category you selected.
Stop sharing a dashboard
You can stop sharing a dashboard at any time.
- From the dashboard, click Options > Share.
- Click Stop sharing.
- Confirm that you want to stop sharing the dashboard.