Sharing Dashboards

Sharing saved dashboards with your workgroup and/or devicegroup members

Sharing Dashboards

Once a dashboard is saved, if you have the necessary permissions, you may then attempt to share your dashboard by clicking on the eyeicon. This action will open the [Share] dialogue box.

Shared: an open eye icon indicates the dashboard is shared

[DASHBOARDS] > [Save] >

Unshared: an open eye icon indicates the dashboard is shared

[DASHBOARDS] > [Save] >

How Access and Visibility Rules are applied is documented here

The Share Dialogue Box

When the sharing action is invoked from either your saved search or your saved dashboard a dialogue box will pop-up. From this dialogue box select the entities you would like to share your record:

NB: You can only share to either:

• a workgroup -or

• device groups

But not both at the same time. However....

Sharing to a workgroup when device groups exist, will share your record (search/dashboard) to all members of the workgroup, INCLUDING all members of all device groups.

Example Scenarios

User: Can Share, Device Groups Exist, Share to Device Groups

• Their workgroup.

• -or-

• This user may share to any of the existing device groups << SELECTED

• User members of the device groups

  • Devices in Client ABC Ltd &

  • Devices in Client XYZ Ltd

  will see the shared record.

• User members of the device groups

  • Devices in Canberra &

  • Devices in Colorado &

  • Devices in Europe

  will not see the shared record

• User members of the workgroup:

  • (ACME 2) &

  • who are not a member of any device group

  will see the shared record

User: Can Share, Device Groups Exist, Share to Workgroup

• Their workgroup << SELECTED

• -or-

• This user may share to any of the existing device groups.

• All users will see the shared record, ie:

  • User members of the all device groups

    will see the shared record.

  • All User members of the workgroup:

    • (ACME 2)

    will see the shared record