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
Copy link
Outline
Sharing Dashboards
The Share Dialogue Box
Example Scenarios
User: Can Share, Device Groups Exist, Share to Device Groups
User: Can Share, Device Groups Exist, Share to Workgroup