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Quantela platform user manual

Share a dashboard

Dashboards created by the currently logged in user can be shared with all users that have a specific role or with another user. While sharing or searching, the list of roles are displayed first followed by the list of users.

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  1. Select the Dashboards menu in the Quantela platform home page.

  2. Using the drop-down list, select the My Dashboards tab and click on the Share icon  updated_share_icon.PNG to the right of the dashboard to be shared.

  3. In the Share Dashboard dialog, enter the role or name of the user to whom the dashboard needs to be shared with and select one of the Can ViewCan Edit and Is Owner permissions from the drop-down.

    Note

    • For an Operator, the Is Owner permission is not shown when sharing the dashboard with a role.

    • If there is a conflicting sharing permission, the user's permission supersedes the role's permission. For example, if Can Edit permission has been given to the Content Creator role and Can View permission has been given to a user who is a Content Creator then the view permission supersedes the edit permission of the Content Creator.

    • Users with the Organization Admin role can access all the dashboards shared by any of the users.

  4. You can add multiple roles or users to share the dashboard with by clicking on the new_plus.png icon. The list of roles or users with whom the dashboard is currently shared is shown. Roles or users can be removed from this list by clicking the remove icon buttons_close.png.

  5. Click Share.

Once it has been shared, the dashboard will be available in the Dashboards tab for the specified users.