Limit Access to Dashboards & Searches
Applying permissions to limit who can see what saved dashboards and saved searches
After you have created and saved a search or dashboard you are able share it with other users. The ability to share and with whom you can share is controlled by your user permissions. These permissions are set and managed by the workgroup owner.
The sharing of searches and dashboards operates in the same manner. If you have the necessary permission to share, then the app will provide you the ability to share.
Sharing includes the ability to share and unshare to multiple users.
How to share a Search is documented here
How to share a Dashboard is documented here
Sharing & Visibility Rules
Who Can Share, To Where and Who sees What I have shared?
Visibility and sharing rules for shared searches and dashboards are applied using the conditions described in Data Access > Users and Permissions
User Types
There are two types of users
Device Group users (member of a single device group)
Workgroup users (considered a member of ALL device groups)
Visibility
There are three levels of visibility:
Visibility Rule | Description | Application |
Private | Visible to you and only you. | |
Device Group | Visible only to members of the target Device Group. Workgroup users are considered members of ALL device groups. | |
Workgroup | Visible to all users. |
Private
Device Group
Workgroup (everyone)
Managing Visibility & Sharing
Users with the Manage Searches and Dashboards permission can manage the visibility of searches and dashboards
Who can share to whom?
Sharing Rules
Each of the following can share a Search or Dashboard
Workgroup Users
to the whole workgroup
to one or more device groups
Device Group users
to only their Device Group
Workgroup owners
any pre-shared search (from any user in the workgroup) to any device group (one or more).
Unshare any search, shared by any other user..
Auditing
All share actions are captured in the audit_logs table
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