Sharing a Dashboard
Learn how to share dashboards with a limit number of user or for everyone.
Prerequisites
Have a user with permissions:
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To use CCAS.
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To share dashboards.
Steps
1. Open dashboard share window
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In the bottom right corner of the dashboard that you want to share, click ….
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Select EDIT SHARE.
Window Shared with opens.
2. Select users
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In the search box Add user, start writing the name of the username of the user that you want to share the dashboard with. For example,
ade. -
Locate the username of the user. For example,
adeliagoncalves -
In the right of the name of the user, slide the switch so that it becomes green.
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Click the View dropdown and select EDIT to give editing permissions to the user.
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Click button Save and close.
Result
After clicking button Save and close, window Shared with closes.
To validate the list of users that have access to the shared dashboard, proceed as follows:
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In the bottom right corner of the dashboard that you want to share, click ….
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Select EDIT SHARE.
Window Shared with opens with the list of usernames.
TIP:
To share the dashboard with all the users, slide switch Public Dashboard so that it becomes green. When a dashboard is public, users only have permissions to view.
To share the dashboard with CoreMedia Support, slide switch CoreMedia Support so that it becomes green.