Sharing Dashboards
This feature is available in Ultimate edition only.
Overview
Steps
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On the side bar, click the Analytics icon
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- Click on a dashboard tab (Enterprise, Portfolio, Program, or Team).
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Click the New Dashboard drop-down followed by Manage Dashboards.
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Click the Sharing icon next to the dashboard you want to share.
- The sharing dialog box is divided into two sections:
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Members (top section). In the members section, select individual members, member groups, or everyone. You can filter this list to people or member groups or you can search for a specific entry.
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Shared With (bottom section). The list of people or member groups that you are sharing with currently.
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To share with a person or member group, click the icon to the left of the name in the member section at the top of the dialog box.
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To stop sharing, click the trash can icon in the Shared With list on the bottom.
When viewing a shared dashboard, the viewing Members security is enforced. Therefore, depending on access permissions, each member looking at a shared dashboard may see different results. When this happens, fix the permissions issue in Digital.ai Agility and re-run the Data Mart ETL. Remember, when changing a members permission, that member must log out and back into Digital.ai Agility for the change to take effect.
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