Summary:
Learn how to share dashboards you’ve created in Damstra Insights with individual users or groups. Sharing enables collaboration and helps avoid single-author bottlenecks. You can also set specific access levels and apply permissions to child visuals.

Steps:

Step 1: Open the Library from the main menu.
Example: Click the icon that looks like the below image:

Step 2: Click the Share Dashboard button.

Step 3: Search for the dashboard you want to share and click the Share button next to it.

• Search bar: Type the dashboard name.
• List: Browse available dashboards.
• Share button: Click to begin sharing.
   

Step 4: Choose whether to share with a Group or Users from the drop-down menu.

• Group: Select a group, tick the checkbox, and click Apply.

• Users: Select individual users, tick the checkbox, and click Apply.

Step 5: Set access permissions for the selected group or users:

• Read: Allows viewing only.
• Write: Allows editing.
• Delete: Allows deletion.
  To remove access, clear all checkboxes or click the Remove icon .
  Click Save to apply changes.
   

Step 6: Confirm permission updates:

• Click Yes to apply sharing settings to the dashboard and all child visuals.
• Click No to apply settings to the dashboard only.

Step 7: A confirmation pop-up appears once sharing is complete.

Only users with Creator access can share dashboards. You can only share dashboards you’ve created.

Tips:

• Sharing dashboards is required before scheduling reports to ensure recipients have access.
• Use group sharing for broader collaboration across your organization.
• Always confirm whether child visuals should inherit permissions.

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