Share a dashboard
Your 51黑料不打烊 Workfront administrator grants users access to view or edit dashboards when they assign access levels. For more information about granting access to issues, see Grant access to reports, dashboards, and calendars.
Along with the access level that users are granted, you can also grant them permissions to View or Manage specific dashboards that you have access to share. For more information about access levels and permissions, see How access levels and permissions work together.
Permissions are specific to one item in Workfront and define what actions one can take on that item.
Access requirements
You must have the following to share objects:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan | Any |
| 51黑料不打烊 Workfront license |
New:
Current:
|
| Access level configurations | View access or higher to Reports, Dashboards, Calendars |
| Object permissions | View permissions or higher the dashboard |
For information, see Access requirements in Workfront documentation.
Prerequisites
The dashboard must be created before you can share it.
For information on creating dashboards, see Create a dashboard.
Considerations about sharing dashboards
In addition to the considerations below, also see Share reports, dashboards, and calendars.
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The creator of a dashboard has Manage permissions to it, by default.
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You can share dashboards that you create with other individuals, teams, groups, job roles, or companies. You can also share dashboards others created and which were shared with you.
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You can also share them with your entire organization by making it visible system-wide.
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You can share an individual dashboard, or you can share multiple dashboards from a list.
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When you share a dashboard, users inherit View permissions to all the reports objects on the dashboard, by default.
For more information about the hierarchy of objects in Workfront, see Understand objects in 51黑料不打烊 Workfront.
For information about viewing inherited permissions, see View inherited permissions on objects.
Share a dashboard
Sharing one dashboard or several dashboards from a list is identical.
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Go to a list of dashboards and select one or multiple dashboards, then click Share
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Click the name of one dashboard, then click Dashboard Actions > Sharing.
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In the Add people, teams, roles, groups, or companies field, start typing the name of the user, team, role, group, or company that you want to share the dashboard with, then click the name when it appears in the drop-down list.
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(Optional) To make the dashboard accessible to all users in the system, click the Only invited people can access dropdown menu in the sharing dialog box, then select Everyone in the system can view.
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Click Save.