Share Dashboards in Insight Builder

Share Insight Builder dashboards with others in your organization and control their access levels. Users can view and interact with dashboards based on their assigned permissions.

Share Dashboards with Other Users

1. In Insight Builder, click Dashboards from the left navigation.

2. Click the desired dashboard.

3. Click the Share icon in the upper right corner of the page.

4. In the Share dashboard panel that opens, use the search field on the left to search for users by user email or group name.

   After typing a few characters, the search results will appear.

   Tip: A "group" can be Authors or Readers - this allows users to share the dashboards with all Authors/Readers without adding them individually.

5. Click Add and select Viewer or Co-owner from the drop-down list.

   Note: Viewers can view, export, and print dashboards, while Co-owners can share and delete dashboards.

   

Manage Permissions for Shared Dashboards

To change permissions for a shared dashboard:

1. Click the drop-down list in the Permission column next to the user or group name whose permission you want to modify.

   Tip: Use the Search field to quickly find a user or group by email address or group name.

2. Select the desired permission level: Viewer or Co-owner.

   

3. Toggle on/off the Allow "save as" option to allow users to save a dashboard as an analysis.

   Tip: Click the Thrash icon to remove a user or group from the shared dashboard.