Sharing dashboards

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

Introduction

Share a dashboard to give specific people access to your dashboard. You can share dashboards with certain other Adverity users in your organization and with guests (people who do not have an Adverity account within your organization).

This guide explains how to share dashboards. The instructions differ depending on who you want to share a dashboard with:

Sharing dashboards with Adverity users

Which Adverity users can I share a dashboard with?

You can share a dashboard with specific Adverity users who have access to the workspace where the dashboard was created or any of its parent workspaces. 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 where the dashboard was created, it is quicker and easier to make the dashboard public. For more information, see Making dashboards public.

Who can share a dashboard with Adverity users?

The user who created the dashboard, all users with Administrator permissions in the workspace where the dashboard was created or any of its parent workspaces, and all users who have already been given full access to the dashboard can share a dashboard.

Sharing a dashboard

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, enter 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 level 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 access level allows the user to view the dashboard and use any filters on the dashboard, but not to save any changes.

    • Full access level 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 users whose email addresses you entered. After clicking the link, these users will be able to access the shared dashboard from the workspace containing this dashboard.

The users that you have shared the dashboard with will now appear with the selected level of access in the People with access section of the Share dashboard dialog.

Sharing dashboards with guests

Who are "guests" and who can I share a dashboard with?

A guest is anyone who does not have an Adverity account in your organization's Adverity instance. When sharing dashboards with guests, you can share a dashboard with anyone, as long as you have their email address.

Guests can only be given View access to the dashboard. They can view and use filters on the dashboard, but cannot save any changes.

Who can share a dashboard with guests?

The user who created the dashboard and all users with Administrator permissions in the workspace where the dashboard was created or any of its parent workspaces can share a dashboard.

Sharing a dashboard

To share a dashboard with a guest, 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 with guests.

  5. In the Email address field, enter the email address of the person with whom you want to share the dashboard and select the person from the drop-down menu. You can enter multiple email addresses.

    If the person has an Adverity account in your organization's instance, an error message will appear. To share the dashboard with this person, follow the steps for sharing a dashboard with an Adverity user above.

  6. Click Apply.

As a result, the guest will receive an email containing a unique link to the dashboard and further instructions. After 7 days, the link will expire. After this time, if the guest clicks on the link, they will be directed to a page where they can generate a new link.

The guest will now appear with the View access level in the Guests with access section of the Share dashboard dialog.

Managing users and guests with an access to a dashboard

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 or guest, you can remove them from the list of people 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 shared dashboard.

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

  4. Select one of the following options:

    • To change or remove an Adverity user's access, click Share in my organization.

    • To remove a guest's access, click Share with guests.

  5. In the People with access or Guests 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 Revoke access next to the user's name.

    • To remove a guest's access, click Revoke access next to the guest's email address.

  6. Click Apply.

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

Downloading a guest access report for your workspace

Users with Administrator permissions in your organization's root workspace can download a guest access report to see which dashboards have been shared externally, who has shared them, and which guests have access to shared dashboards.

This report can be downloaded by opening any dashboard in your organization's Adverity instance. The report always contains a list of all shared dashboards in your organization's instance and is the same no matter which dashboard you use to download it.

The guest access report contains the following information for each dashboard that has been shared externally:

  • Workspace name - the workspace where the shared dashboard was created

  • Workspace ID - the ID of this workspace

  • Dashboard ID - the ID of the shared dashboard

  • Shared with - the email addresses of the guests with whom the dashboard has been shared

  • Shared by - the user in your organization who shared the dashboard

  • Dashboard link - a link to the shared dashboard

If you have Administrator permissions in your organization's root workspace, to download a guest access report, follow these steps:

  1. In the platform navigation menu, click Dashboards.

  2. Open any dashboard.

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

  4. Click Download guest access report.

As a result, you will download a CSV file containing the information listed above.