Sharing Dashboards
You can share your dashboards with other users. Dashboard recipients can see the dashboards
that were shared with them in the SHARED WITH ME section.
- Important:
- This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
- Click
, the Dashboards tab. - Click Dashboard Designer, in the bottom-left corner.
- Open the analysis that you want to use.
- Publish the analysis. For more information, see Publishing an Analysis.
- Click
, the Share dashboard button. 
- Click Share dashboard.
- Specify the required settings in the Share dashboard dialog box:
- For Invite users and groups to dashboard, enter a user email addresses or group name in the search box. Any users or groups that match your query appear in a list below the search box. Only active users and groups appear in the list.
- To change the permission level for a user, choose the permission level menu in the
Permissions column and select a permission.
The available permissions for each role are as follows:
- Readers: The recipients can only be granted Viewer access to dashboards. They can view, export, and print the dashboard, but they cannot save the dashboard as an analysis. They can view, filter, and sort the dashboard data. They can also use any controls or custom actions that are on the dashboard. Any changes that they make to the dashboard exist only while they are viewing it, and are not saved after they close the dashboard.
- Co-owner: The recipients can be granted Viewer or Co-owner access to dashboards.
- Authors with Viewer access can view, export, and print the dashboard. They can view, filter, and sort the dashboard data. They can also use any controls or custom actions that are on the dashboard. Any changes that they make to the dashboard exist only while they are viewing it, and are not saved after they close the dashboard. However, they can save the dashboard as an analysis, unless the dashboard owner specifies otherwise. This privilege grants them read-only access to the datasets so that they can create new analyses from them. The owner has the option to provide them with the same permissions to the analysis. If the owner wants them also to edit and share the datasets, the owner can set that up inside the analysis.
- Authors with Co-owner access can view, export, and print the dashboard. They can also edit, share, and delete it. They can also save the dashboard as an analysis, unless the dashboard owner specifies otherwise. This privilege grants them read-only access to the datasets so that they can create new analyses from them. The owner has the option to provide them with the same permissions to the analysis. If the owner wants them to also edit and share the datasets, the owner can set that up inside the analysis.
As a dashboard owner, you can stop sharing a dashboard at any time by removing all the recipients from the Share dashboard dialog box.