Sharing an object within an organization
You can share a dashboard, connection, dataset, chart, or report with users within your organization.
The way you share an object depends on whether it is located in a workbook or a folder:
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In the left-hand panel, select Collections and workbooks.
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Open the workbook of interest and select a dashboard or chart.
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At the top of the object, click and select Share.
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In the window that opens, go to the In organization tab and configure access to the workbook containing the chart or dashboard:
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Click Select.
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In the window that opens, select a user or user group and specify an access permission. For more information, see the description of workbook roles.
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Click Add. The user or group will get permissions for access to the workbook and objects inside it.
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Click Copy link at the bottom right. To configure the link parameters, click → Link with parameters to the right of the button and proceed as follows:
- Set language, theme, and menu display.
- Optionally, save selector values.
- Optionally, enable Open current tab by default.
- Optionally, if you have an identity federation configured, save the federation to share the link with the federation users.
Share the copied link with the users to whom you have granted access to the object.
Sharing within an organization
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On the navigation page, find the dashboard and open it.
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At the top of your dashboard, click and select Share.
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In the window that opens:
- Set language, theme, and menu display.
- Optionally, save selector values.
- Optionally, enable Open current tab by default.
- Optionally, if you have an identity federation configured, save the federation to share the link with the federation users.
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Copy the link with the selected appearance settings by clicking icon in the Link field or by clicking Copy and close. You can distribute this link to users with access to the dashboard.
- On the navigation page, find the object and open it.
- At the top of the object, click and select Copy link or copy it from your browser address bar. You can distribute this link to users with access to the object.
Note
The generated link provides access to the objects only to authenticated users with appropriate permissions.