To share your Dashboard or specific features of your dashboard with others, click on Security icon.
Clicking into the field indicated below allows you to select individuals, groups, Locations or roles who can have access. In the 'Can View' drop down you can select if they can only view or can view and edit.
For example, search for a role and add to enable every user with this role access to the Dashboard
You can choose Apply, if this is the only security access you want or else you can click on Add More. Adding more allows you to add individuals with different access types such as view and edit and also individual access to various reports on the dashboard.
Multiple options possible as shown below. All of these choices and those individuals associated with these groups will be able to access this dashboard or individual report. These actions however at this stage does not send notifications.
For a report that was made using the report editor you can click on Access the Report and then select its own security seetings and access as earlier for the dashboard.
Set the security access for this specific report on the dashboard. Note: If the report contains data for a location that an individual does not have in their location settings then this particular data will not be shown to them.
When the Dashboard has a pie chart for example which was generated as part of the dashboard created and therefore not using the report editor, it will have the same security settings as per the Dashboard security.
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