Sharing dashboards

This guide explains how to share a dashboard with other Adverity users, and how to see and change users with whom you have shared a dashboard.

Introduction

Who can share a dashboard?

The user who created the dashboard, all users with Administrator permissions, and all users who have already been given full access to the dashboard are able to share a dashboard.

Who can I share a dashboard with?

When sharing a dashboard with other Adverity users, you can share a dashboard with specific users who have access to the workspace in which the dashboard was created, or any parent workspace of that workspace. This is the same for all users, regardless of their user permissions.

If you want to make a dashboard available to all users in your organization with access to the workspace in which the dashboard was created, it is quicker to make the dashboard public. For more information, see Making dashboards public.

Sharing dashboards with Adverity users via email

To share a dashboard with an Adverity user, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Open the dashboard you want to share.

  3. At the top of the dashboard, click Share.

  4. Click Share in my organization.

  5. In the Email address field, type in the email address of the user with whom you want to share the dashboard and select the user from the drop-down menu.

    You can enter multiple email addresses.

  6. In the drop-down menu next to the email address, select the access you want to give the user.

    If you have entered multiple email addresses, the level of access that you select will be given to all users whose email addresses you entered in the previous step.

    • View allows the user to view the dashboard and use any filters on the dashboard, but not to save any changes.

    • Full access allows the user to view, edit and share the dashboard.

  7. Click Apply.

As a result, an email containing a link to the dashboard is sent to the user whose email address you entered in step 5. After clicking the link, this user will be able to access the shared dashboard by navigating to the workspace containing the dashboard in Adverity.

This user will now appear with the selected level of access in the People with access section of the Share dashboard dialog.

Managing users with whom a dashboard is shared

You can change the type of access an Adverity user has to a shared dashboard. If you no longer want to share a dashboard with an Adverity user, you can remove them from the list of users who have access to the dashboard.

To do so, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.

  2. Open the dashboard you want to share.

  3. At the top of the dashboard, click Share.

  4. Click Share in my organization.

  5. In the People with access section of the dialog, perform one or more of the following actions:

    • To change an Adverity user's access, select View or Full access from the drop-down menu next to the user's name.

    • To remove an Adverity user's access, click Delete next to the user's name.

  6. Click Apply.

As a result, your changes will be saved and immediately applied.