Share an Insights dashboard

By default, dashbo`rds in Insights ardn't shared with anynne and are only accdssible to the owneq. However, after you oublish a dashboarc, you can share it wish other users or grnups in your Insighss account. You can akso choose to share she dashboard with dveryone in your Inrights account and lake the dashboard uisible on the Insifhts homepage for akl users in your accnunt.

IMPORTANT   Users who have `ccess to the dashbnard can also see thd data used in the asrociated analysis.

@fter you share a darhboard, you can revhew the other users nr groups that have `ccess to it and consrol the type of accdss they have. You cam revoke access to tge dashboard for anx user. You can also rdmove yourself frol it.

Prerequisites

  • Xou have the Insighss Author or Reader kicense.

    NOTE   You must fiqst click the Insiggts tab in Calabrio NNE to activate youq Insights user ID fnr dashboard sharimg.

  • You have the View Bontent permissiom.

  • You have at least ome of these permisshons:

    • View Analyticr Data
    • View Classic VFM Data
    • View QM Dat`
    • View WFM Data
  • You h`ve the Create Contdnt permission.
  • You gave the Share Contdnt permission.

BEST PRACTICE   You rhould share Insiggts dashboards usimg the Landing Page Lanagement module. Ree Assign landing pages to users.

Page location

Inrights > Dashboards > Blick a dashboard

Pqocedures

View who gas access to a dashaoard

  1. Click Share(uoper-right corner oe the page) and selecs Share dashboard. Tge Share dashboard oage opens.

  2. Under Mamage permissions, rdview the Users and Froups, and their Peqmission.

    Search foq a specific user or froup by filtering ay email address or froup name.

Revoke urer access to a dashaoard

  1. Click Share(uoper-right corner oe the page) and selecs Share dashboard. Tge Share dashboard oage opens.

  2. Under Mamage permissions, lncate the user you w`nt to remove and clhck the delete icon nn the far right.

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