<h2>Share a dashboard in a configurable workspace</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2023" /><meta name="DC.rights.owner" content="(C) Copyright 2023" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="task" /><meta name="DC.title" content="Share a dashboard in a configurable workspace" /><meta name="abstract" content="Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights." /><meta name="description" content="Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights." /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-02-02" /><meta name="DC.date.modified" content="2023-03-23" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="share-db-in-ac" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Share a dashboard in a configurable workspace</title></head><body> <div class="nested0" id="share-db-in-ac"> <h1 class="title topictitle1" id="ariaid-title1">Share a dashboard in a <span class="ph">configurable workspace</span></h1> <div class="body taskbody"><p class="shortdesc">Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights.</p> <div class="section prereq p"> <p class="p">Role required: You can share any dashboard that you created. You can share dashboards that have been shared with you, if sharing is allowed. If a dashboard is shared with you as a viewer and sharing is allowed, the people you share it with can only view it; they cannot edit it. Users with the admin or dashboard_admin role can share all dashboards.</p> <div class="note"><span class="notetitle">Note:</span> Data visualizations based on table data are automatically shared with users that you share a dashboard with.</div> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Workspaces</span> > <span class="ph uicontrol">Platform Analytics Workspace</span></span>, or the workspace that has the Analytics Center (<img class="image icon" id="share-db-in-ac__image_g2g_btk_ltb" height="20" src="../../par-for-workspace/image/analytics-center-icon.png" alt="Analytics center icon" />) component.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Open the <span class="ph uicontrol">Dashboards</span> tab and select the dashboard you want to share.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the <span class="ph uicontrol">Share</span> button.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Enter the names of one or more users, groups, or roles you want to share the dashboard with as a viewer.</span> </li><li class="li step stepexpand"> <span class="ph cmd">To allow the people you share the dashboard with also to share the dashboard, select <span class="ph uicontrol">Allow sharing</span>.</span> <div class="itemgroup info">When you add a user, group, or role as a viewer, they can only share the dashboard as a viewer. When you add a user, group, or role as an editor, they can share the dashboard as a viewer or as an editor.</div> </li><li class="li step stepexpand"> <span class="ph cmd">Select one of the following options.</span> <table border="1" frame="hsides" rules="rows" cellpadding="4" cellspacing="0" summary="" class="simpletable choicetable choicetableborder" id="share-db-in-ac__choicetable_yxb_j15_q5b"><col style="width:50%" /><col style="width:50%" /><thead><tr class="sthead chhead"><th class="stentry choptionhd" style="vertical-align:bottom;text-align:left;" id="d35419e116-option">Option</th><th class="stentry chdeschd" style="vertical-align:bottom;text-align:left;" id="d35419e116-desc">Description</th></tr></thead><tbody><tr class="strow chrow"><th style="vertical-align:top;" headers="d35419e116-option" id="d35419e120" class="stentry choption">Add as viewer</th><td style="vertical-align:top;" headers="d35419e116-desc d35419e120" class="stentry chdesc">Grant only viewing rights to the users, groups, or roles you are sharing the dashboard with. They cannot edit it.</td></tr><tr class="strow chrow"><th style="vertical-align:top;" headers="d35419e116-option" id="d35419e129" class="stentry choption">Add as editor</th><td style="vertical-align:top;" headers="d35419e116-desc d35419e129" class="stentry chdesc">Grant editing rights to the users, groups, or roles you are sharing the dashboard with.</td></tr></tbody></table> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Confirm</span>.</span> </li><li class="li step stepexpand"><strong>Optional: </strong> <span class="ph cmd">Select the Dashboard details icon <img class="image icon" id="share-db-in-ac__image_wd3_mzf_1vb" height="25" src="../../reporting/image/icon-info-ac-2.png" alt="Dashboard details icon" /> to view who the dashboard has been shared with and where it is visible.</span> <div class="itemgroup stepxmp"> In this example, the dashboard is visible in three workspaces and has been shared with two users, one group and one role.<br /><img class="image" id="share-db-in-ac__image_bch_gdg_1vb" src="../../par-for-workspace/image/ws-db-sharing-visibility.png" alt="Workspace dashboard Details panel with content in the Dashboard visibility section" /><br /> </div> </li></ol> </div> <div class="topic task nested1" id="manage-dashboard-access"> <h2 class="title topictitle2" id="ariaid-title2">Manage dashboard access</h2> <div class="body taskbody"><p class="shortdesc">You can change the access rights of persons with whom the dashboard is shared.</p> <div class="section prereq p"> <div class="note important"><span class="importanttitle">Important:</span> The right to share a dashboard or data visualization includes the right to add and delete sharing rights for any user, group, or role on that dashboard or data visualization.</div> <p class="p">Role required: You can change the access rights to a dashboard of whoever you shared the dashboard with, regardless of your role.</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to <span class="ph menucascade"><span class="ph uicontrol">Workspaces</span> > <span class="ph uicontrol">Platform Analytics Workspace</span></span>, or the workspace that has the Analytics Center (<img class="image icon" id="manage-dashboard-access__image_g2g_btk_ltb" height="20" src="../../par-for-workspace/image/analytics-center-icon.png" alt="Analytics center icon" />) component.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Open the <span class="ph uicontrol">Dashboards</span> tab and select the dashboard whose access you want to manage.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the <span class="ph uicontrol">Share</span> button.</span> <div class="itemgroup stepresult">Under Manage Access, you see a tile for every user, group, or role that the dashboard is shared with.</div> </li><li class="li step stepexpand"><strong>Optional: </strong> <span class="ph cmd">Filter the user tiles.</span> <ol type="a" class="ol substeps" id="manage-dashboard-access__substeps_jfx_y25_q5b"><li class="li substep"> <span class="ph cmd">In <span class="ph uicontrol">Audience type</span>, limit the tiles that appear to show only users, only groups, or only roles.</span> </li><li class="li substep"> <span class="ph cmd">Enter a partial name of a user, group, or role in the search field.</span> </li></ol> </li><li class="li step stepexpand"> <span class="ph cmd">When you locate the desired tile, expand the list of rights and select the rights to grant.</span> <div class="itemgroup info">You can grant editing rights or only viewing rights. You can give or take away the right to share the dashboard. Lastly, you can remove the user, no longer sharing the dashboard with them.<img class="image" id="manage-dashboard-access__image_wrj_zm2_4tb" src="../image/share-db-ac-manage.png" alt="Possible rights you can grant or deny a user to a dashboard that is shared with them." /> </div> </li></ol> </div> </div> <div class="topic task nested1" id="share-db-addl-ws"> <h2 class="title topictitle2" id="ariaid-title3">Share a dashboard in additional workspaces</h2> <div class="body taskbody"><p class="shortdesc">You can control which workspaces can see the dashboards you own or can share.</p> <div class="section prereq p"> <p class="p">Role required: Users with the admin or dashboard_admin role can change the workspaces for any dashboard. Other users can change workspaces only for dashboards they create.</p> </div> <ol class="ol steps"><li class="li step stepexpand"> <span class="ph cmd">Navigate to the workspace containing the dashboard that you want to share.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select the <span class="ph uicontrol">Dashboards</span> tab and open the dashboard.</span> </li><li class="li step stepexpand"> <span class="ph cmd">Select Edit and then select the Dashboard details button <img class="image icon" id="share-db-addl-ws__image_wd3_mzf_1vb" height="25" src="../../reporting/image/icon-info-ac-2.png" alt="Dashboard details icon" />.</span> </li><li class="li step stepexpand"> <span class="ph cmd">In the <span class="ph uicontrol">Details</span> panel, add or remove workspaces from the box labeled <span class="ph uicontrol">Dashboard visibility</span>.</span> <div class="itemgroup info">Start entering the name of a workspace to see a list of available workspaces.<br /><img class="image" id="share-db-addl-ws__image_bch_gdg_1vb" src="../../par-for-workspace/image/share-db-ws.png" alt="Workspace dashboard Details panel with content in the Dashboard visibility section" /><br /> </div> </li><li class="li step stepexpand"> <span class="ph cmd">Select <span class="ph uicontrol">Save</span>.</span> </li></ol> <div class="section result" id="share-db-addl-ws__result_dhh_jdg_1vb"> <p class="p">The dashboard is available in the selected workspaces.</p> </div> </div> </div> </div> </body></html></div>