Share dashboards

You can share your* dashboards with other users (see a video tutorial): .

This feature is very useful. You can organize, control, show and filter your data as you want and distribute it safely.

You can create a single dashboard with complete information and share for each user only what they need to see.

* Can not share dashboards that have been received through other shares;

* To share dashboards, you must have the Shared users hired feature;

Contents

Create a new share

To share a dashboard, you must access the Share dashboard option, available in the context menu of each dashboard card, or use the Share option available while dashboard execution:

On desktop

In mobile devices

During execution (desktop and mobile devices)

By doing this, the Manage Shares screen appears:

On this screen you can, in addition to adding new sharing invitations:

- check with whoever has already shared this dashboard;

- check the status of each invitation sent;

- change the Permissions of each invitation sent;

- grant written permission to the guest;

- resend an invitation that is pending;

- remove an invitation sent;

- change the name of a guest (useful to make it easier to find them in the list of suggestions displayed when adding a new guest);

When you click New invitation, a new entry will be added on the screen to inform you the name, email, and guest permissions settings:

To save and send the invitation, just click Save button. If this is disabled, check that the data (name and email) were filled in correctly.

Another way to share dashboards is by using the Share dashboards option in the menu on the Dashboards tab of the main page:

On desktop

In mobile devices

In this case, the following screen will be displayed:

In this screen you can, in addition to adding new dashboard for sharing:

- check how many invitations have already been accepted for each shared dashboard;

- check how many invitations are still pending;

- edit a share;

- remove a share;

When you click Add dashboard, the list of panels is displayed so that you can select what you want to share.

Selecting a dashboard will display the Manage shares screen.

Edit a share

• Select the Share dashboards option from the Menu (Sidebar) on the Main Page;

• On the Shared Dashboards list, select the Dashboard Share you want to edit and then choose the Edit option ;

• A screen with the current status of the shares will be shown. Here it is possible to see the users that you already shared the dashboard and check related information like the Share status, Write permission and Filters set. To add a new user, select Share with more users button.

• Fill the Name, E-mail, Write permission and the Filters for the new users and then click the Ok button;

Delete a share

• Select the Share dashboards option from the Menu (Sidebar) on the Main Page;

• On the Shared Dashboards list, select the Dashboard Share you want to remove, choose the Delete option, and confirm;

Accept a share

• To learn how to accept a panel share sent to you, see Accept shared dashboards.