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
- Sign in as a user with the Application Administratorcapability global role assignment.
- Go to DASHBOARDS > Manage.
- 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.
- Enter text in Search Text, pick an OWNER, or just click
Search.
- 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.
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You may enter text, but in this case the list is short so just click Search.
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Select the My Dashboard and click Favorite.
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Go to the Favorites tab.
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Information note
The My Dashboard is now a part of your favorites.