Sharing dashboards

When a dashboard is saved, it’s private by default. You can share access to the dashboard with a selected group of Synerise users, non-Synerise users, or make it accessible to all Synerise users.

Dashboard statuses

• Private - Only the author of the dashboard can preview and edit the dashboard.
• Public Readable - All users of a workspace where the dashboard was created can preview it, however, only the author can edit it.
• Public Editable - All users of a workspace where the dashboard was created can preview and edit it.

Sharing with all Synerise users

1. Go to Decision Hub > Dashboards.
2. Find a dashboard you want to share.
3. On the right of the dashboard name, click the icon with the status.
   Result: A dropdown list appears.
4. From the dropdown list, select a dashboard status.
   • Public Readable - All users of a workspace where the dashboard was created can preview it, however, only the author can edit it.
   • Public Editable - All users of a workspace where the dashboard was created can preview and edit it.

Sharing with Synerise users

1. Go to Decision Hub > Dashboards.
2. Click the dashboard on the list.
3. In the upper-right corner, click the Share button.
   Result: A list appears.
4. From the dropdown list, select the With user option.
5. In the Email address field, enter the email address of a Synerise user whom you want to grant access to the dashboard.
6. If you want to give access to more than one user, click Add email.
7. Repeat step 5.
8. Confirm by clicking Apply.
   Result: The access to the dashboard is shared (there is no email confirmation for that).

Sharing with non-Synerise users

When you share a dashboard with non-Synerise users, they receive a link to a snapshot of the dashboard’s results from the time it was shared.
The snapshot is available even after the dashboard is deleted.

1. Go to Decision Hub > Dashboards.

2. Click the dashboard on the list.

3. Wait for all elements of the dashboard to calculate. If necessary, scroll down to confirm that all calculations are complete.

   WARNING: If you click Share before all the calculations are finished, the shared dashboard will be incomplete.

4. On the upper right side, click the Share button.
   Result: A list appears.

5. From the dropdown list, select the By link option.
   Result: A pop-up appears.

6. In the TTL (days) field, define how long the link remains active.

7. Click Generate.
   Result: The dashboard link is generated. The pop-up displays the Created, Last update, and Valid until timestamps. The Valid until date is calculated as the date and time of clicking Generate plus the number of days set in the TTL (days) field.

   

8. Click Copy link.

To revoke access to the shared link, open the pop-up and click Remove link.