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Table of Contents |
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Share Page
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Overview
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/ Description
The Share Page option under Manage Menu allows you to share or unshare the dashboard pages to other users and groups. The user You can share one or more pages with other users.
Pages can be shared with:
- A specific
Specific user - Shares with the selected user
Domain
or/Group - Shares with all the users in the domain or group
The user can unshare already shared pages. This will remove the pages from the shared user's dashboard. You can unshare a page only if it\s a read-only share or editable share.
Types of Sharing
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Types of Page Share
Read Only - Allows the recipient/shared to view the report. There are no options to edit the report.
Duplicate - Enables you to create the same exact copy of the page and share it with other users.
This shareThis is ideal if you
don'tdo not want the user to edit your original report. Modifications do not reflect in each other's pages.
- Read-only Share - User can only view the report. There are no options to edit the report.
- Editable Share
Collaborate - Both users can edit the same page. This
shareis ideal if you
don'tdo not want to have different versions of the same page and can manage edits.
Sharing Pages
Select a page you want to share
You can also share the page group by selecting the group. This will share the group and the pages belong to the selected group.
Select the user you want to share
You can also select user domain/group to share pages. This will share the pages with everyone who belongs to the selected domain
Select the Share Type
- Click on 'Share' button and then confirm the action
- Click on 'Ok' from the confirmation pop up
Note: You can use the 'filter user by' feature to narrow down the list of users.
Unshare Pages
- Select the pages which you want to unshare
- Select the user
- Click on 'Unshare' button
Share History (Overview)
This page gives you an option to see what pages you have shared with others. This page can only display the history of edit and read-only shares. Duplicate share information will not be tracked.
- Select the user domain from the drop-down
- Select the user from the drop-down
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Share Page
1. Click on the Manage menu, then select Share Page.
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The Manage Share setting will display.
2. Under Pages column, select an individual page or group of pages you want to share.
3. Under Users column, select an individual user or group of users with whom you want to share the selected page/s.
You can also use the filter user by field to narrow down the list of users.
4. Select a Share Type.
5. Click Share.
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Unshare Page
Unshare Individual Page
1. Select a page you want to unshare. In this example, Training Demo page is selected.
2. Under Edit Page menu, select Unshare.
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Unshare Multiple Pages or Group of Pages
1. Under Manage menu, select Share Page.
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The Manage Share setting will display.
2. Under Pages column, select an individual page or group of pages you want to unshare.
3. Under Users column, select an individual user or group of users from whom you want to unshare the selected page/s.
4. Click Unshare.
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Share History
Share History displays the list of pages shared with other users, and the history of Collaborate and Read Only shares.
Duplicate Share information are not tracked and not included in Share History.
1. Select a UserDomain. In this example, emitedemo_Dashboard is selected.
2. Select a User. In this example, partner-training is selected.
3. The list under broadcast to domain will update depending on the selected user domain and user.
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Under Collaborate and Read Only columns, each page lists the user domain they are shared to.
In this example, RDJ and MESL pages are shared Read Only with multiple user domains.
You can also utilize the items per page drop-down options to display the result.