Sharing an Analysis

You can share an analysis with other Self-Service users in your account.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
To share an analysis:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit to open the analysis page.
  4. On the menu bar, go to File ⇒ Share.
  5. On the Share analysis dialog, enter a user email address in the search box.

    Any active users that match your query appear in a list below the search box. Select one of the users from the list.

    Share analysis dialog
  6. Repeat the previous step to add more users.
  7. Under Permission, select a role to assign to each user.
    The role determines the permission level that is granted to the user.
  8. Click Share.
    The users that have access to the analysis can see the shared analysis on the Analyses dialog.
To see the users that an analysis is shared with, go to File ⇒ Share and click Manage analysis permissions on the Share analysis dialog. On the Manage analysis permissions dialog, you can see all the users that have access to the analysis and their permission settings. You can also revoke access to the analysis by clicking Remove user icon, the Remove user icon, next to a user.
Parent topic: Creating and Managing Dashboards