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You do not have to be an administrator or the Dashboard’s owner to share saved Dashboards. Any user can share them, based on the access levels the user has.
You can share a Dashboard from the list of Dashboards on the main Dashboard page, or from the Dashboard itself.
Share from the Dashboards page
To share Dashboards from the main Dashboard page, follow these steps.
1. Configure the Dashboard(s) to look as it must appear when you share it.
2. If you edited the Dashboard, save the Dashboard by selecting the Save button in the top menu bar.
3. Select Dashboards on the bar at the top of your screen.
4. Select the Dashboard(s) you want to share from the list of Dashboards by hovering over the Dashboard name and selecting the empty check box that appears.
To see the option to make your Dashboard discoverable to users in the same user group, navigate to the Yours tab before selecting your Dashboard.
5. Select Share.
6. Specify permissions.
Share from within a Dashboard
To share a Dashboard from within the Dashboard, follow these steps.
1. Configure the Dashboard to look as it must appear when you share it.
2. If you edited the Dashboard, save the Dashboard by selecting the Save button in the top menu bar.
3. Select the sharing icon.
4. Specify permissions.
Specify permissions
1. After you select the Share icon, the sharing dialog appears.
2. Enter users or groups with whom you want to share this object in the text box. To stop sharing with a user or group, select the x icon next to the Permissions dropdown menu for that user or group.
Note that you can only enter email addresses whose domains are in your list of allowed domains. These domains appear when you select the info button.
3. Configure the level of access by selecting from the dropdown list. You can select:
Can View to provide read-only access. If the user doesn’t have access to the underlying Worksheet, they can only view the shared object.
Can Edit to allow modification. Enables renaming or deleting the shared object. If a user with edit privileges modifies a shared object, the object saves their changes.
4. If the selected group or user does not have access to the underlying data, you must enable access to the Worksheet, view, or table. A black warning symbol appears when you try to share with a user who does not have underlying data access. If you select it, it tells you to enable access:
If you own the underlying data source, you can enable access through the sharing dialog. If you do not own the data source, Alchemer emails the owner of the data source or your administrator to ask them to share the data.
To enable access, select Give view access to underlying data sources at the bottom of the dialog. You can select the arrow to view the data sources.
After you enable access, the warning symbol turns into a green checkmark.
5. You can choose to send an email notification and an optional message.
6. You can also copy a direct link to the Chart, Dashboard, or visualization within a Dashboard that you are sharing, and separately send that link to users after you share the object with them. Simply select the Copy link button at the bottom of the sharing dialog.
Note that sending users this link does not share the object with them. You must also share the object by selecting the Share button at the bottom of the dialog.
7. Select Share.
