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Using Shared Dashboards

Simply because you have shared a dashboard does not mean that all those other users can see it. They must first look it up in Shared with Me. Once they have done so, they may

  • View it
  • Favorite it
  • Save As their own dashboard that they may edit.

Steps

  1. Sign in as a user with the Application Administratorcapability global role assignment.
  2. Go to DASHBOARDS > Manage.
  3. Go to the Shared with Me tab.
Information note

This list will be empty at first. You must search for dashboards that are shared with you.

  1. Enter text in Search Text, pick an OWNER, or just click Search.
  2. From here you may:
    • Restrict the list by using the Search Text
    • Restrict the list by using the OWNER
    • Favorite or un-Favorite a dashboard

Example

Sign is as Bob. Go to DASHBOARDS > Manage, then go to the Shared with Me tab.

You may enter text, but in this case the list is short so just click Search.

Select the My Dashboard and click Favorite.

Go to the Favorites tab.

Information note

The My Dashboard is now a part of your favorites.

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