Adding members to a dashboard

Overview of roles

A dashboard can be made accessible to other identities by adding them as members. A newly created dashboard is by default only accessible by its creator as well as admins of the organization.

The level of access is defined by the assigned role. In terms of dashboards, the following roles are available:

• Viewer

• Editor

• Owner

Overview of permissions

To share a dashboard with others, perform the following steps. It can done from different places.

From the dashboard list view

1. Navigate to the Dashboards page.

2. Switch to the list view.

3. Click on Manage Dashboard Access under the Actions column.

4. A dialog appears which shows a list of identities and their granted permissions for this particular dashboard.

5. Click on the + button to add another entry.

6. Select the desired user or group as well as the permissions you want to grant.

7. Click on the ✔ Confirm Button to apply the changes.

8. Close the dialog by clicking on the Close Button.
   

From the dashboard detail view

1. Navigate to the Dashboard detail page.

2. Clic theon ... button in the top right corner.

3. Click on Manage Members from the dropdown menu.

4. A dialog appears which shows a list of identities and their granted permissions for this particular dashboard.

5. Click on the + button to add another entry.

6. Select the desired user or group as well as the permissions you want to grant.

7. Click on the ✔ Confirm Button to apply the changes.

8. Close the dialog by clicking on the Close Button.