Some of the content described in this article is available in meshIQ Manage versions 11.1.1 and later. See meshIQ platform Highlights v11.1 for an overview of feature changes.
You can share dashboards with other users in two ways, by making them available to groups.
- Use the "Manage Dashboards" option in UI.
- Share the dashboard via a URL. ( This feature available from v11.2 onwards.)
Sharing dashboards has these benefits:
- You can create a series of dashboards that a new user will get automatically when they log in
- You can share dashboards with other members of your team
How to share a Dashboard
To share a dashboard:
- Right-click on the dashboard tab.
- Select Share this dashboard.
- From the popup menu, choose the type of access you want to provide when sharing:
- Click the Read Permission (eye) icon
next to each group you want to provide "read" access to. The icon changes to green for selected groups.
- Click the Write Permission icon
of each group that you want to grant edit ("write") access to.
- Click the Read Permission (eye) icon
-
When a dashboard is shared, it will display with the shared icon:
A user can only share dashboards with their own groups, unless they have the Show All Groups for Shared Dashboards security right, which allows sharing with all groups.
Sharing restrictions
When creating shared dashboards, consider the following restrictions:
- What each user sees depends on their rights. For example, an Administrator creates a dashboard with a queues viewlet and shares it with the Payments and the Credit teams. When creating the dashboard, the Administrator user sees all queues, but the Payment and Credit teams only sees their queues when using it.
- If you share a dashboard containing a favorite viewlet which contains objects the shared group is not allowed to see, they still show up in the viewlet but with no attributes.
- A shared dashboard cannot be deleted by the owner if there are active shares.
- User settings such as showing empty queues apply on shared dashboards, so resulting views may differ slightly.
- You cannot edit the schema of a shared dashboard.
Viewing shared dashboards
When a user logs on for the first time, all dashboards that have been shared with the groups that the user belongs to are visible.
If a user is already logged in when a dashboard is shared, the newly shared dashboard is not visible automatically. To view newly available dashboards without logging out, the user can click the Manage Dashboards button located at the top-right of the screen.
The Manage Dashboards dialog opens. Turn on the Shared Dashboards slider to view shared dashboards. To add the dashboard, select its checkbox and click +Add to Current View. Multiple dashboards can be selected at one time.
The selected dashboard is now displayed on the main tab bar. As seen in the figure below, a dashboard that has been shared by someone else has an icon with a downward-pointing arrow. Hover your mouse over the icon to see the owner of the dashboard.
If the shared dashboards you added do not display on the main tab bar, log out and log back in.
If a user closes a shared dashboard (clicks on the X), the dashboard is removed from their User Perspective. It can be added back at any time by selecting it from the Manage Dashboards screen (accessed by clicking the Manage Dashboards button).
Viewing restrictions
When viewing shared dashboards created by someone else, the following restrictions apply:
- Viewlets within a shared dashboard can be minimized or maximized, but only for the current session; a viewlet’s collapsed/expanded state is not saved.
- Only the dashboard owner can add new viewlets to a shared dashboard. However, if the owner grants edit ("write") permission when sharing a dashboard with a group, members of that group can edit the viewlets on the shared dashboard.
- The shared dashboard cannot be renamed.
- Schemas cannot be applied. The schema applied by the dashboard’s owner is the only schema that is used.