R365 Intelligence: Sharing Dashboards

This article is part of R365 Intelligence and covers sharing dashboard with other users. 

R365 Intelligence users can share their created dashboards with other users in their organization. Dashboards can be shared from the dashboard action menu. Users can choose to share with one or multiple R365 Intelligence users. From the share options, the dashboard owner can grant whether each user has view access, author access, or editor access. 

Only users with the following permission will be able to share dashboards:

Reporting → Intelligence → Share Content

Important Note About Sharing With Active Users

Dashboards can only be shared between active R365 Intelligence users in an organization. If a user is not active, their name will not appear as a selectable option when sharing a dashboard. 

To become an active R365 Intelligence user, an individual must log in to R365 Intelligence at least once. 

To log in to R365 Intelligence, click the Intelligence tab from the Smart Ops left navigation menu. This will open the dashboard library. Once Intelligence is open, a user is automatically created in the system. This individual will now show up as a selectable option when sharing a dashboard in R365 Intelligence. 

Sharing a Dashboard

To share a dashboard, click the dashboard action menu icon. From the dropdown, click share. 

When Share is clicked, users will be prompted to select how to share the dashboard. Users will have the following share options:

• Private - Limits dashboard access to the dashboard owner and/or specific users.

• Public - Makes the dashboard viewable to all users with Intelligence access.

Private Dashboard

When a dashboard is private, it will only be available to the dashboard owner as well as users that the dashboard owner has selected. 

To share with specific users, click the Add People field. Search the list or type the name of a user to select individuals to share the dashboard with. Then, click share. The users will then have access to the dashboard. These users' access can later be managed after sharing. 

Managing Shared User Access

After a dashboard is shared, dashboard owners can manage dashboard access for the shared user. This can be done by opening the share options by clicking Share from the dashboard action menu. 

The share pop out will have a list of users with access. 

	Field	Description
	User Name	The name of the user that the dashboard is being shared with.
	User Role	Click to select a role for the user. The role selected determines what the user can do with the dashboard. Options available include the following: Author - View, Edit, Duplicate, Share, Delete Editor - View, Edit Viewer - View only
	Remove	Click to remove the user's access to the dashboard.
	Share	Click to save the changes and share the dashboard.

Public Dashboard

When a dashboard is made public, all users with Intelligence permissions can view the dashboard. Dashboard owners can elect whether to allow edits to the dashboard by switching the Allow Changes toggle on or off.

When toggled on, all users can make changes to the dashboard. When toggled off, only the dashboard owner can make changes to the dashboard. All other users can only view the dashboard.