Sharing Dashboards to Directories

Version

Application Scenario

You can share dashboards to directories. For example, after Anna creates a dashboard, Anna can directly share it with eoco. eoco can then view the dashboard shared by Anna in Directory.

Function Description

You can click the icon and select Share to Directory when editing the dashboard to share it with specific departments, roles, or users. In addition, you can assign the viewing permissions of data in the dashboard to the shared users.

Note:

1. Only added users can be shared.

2. Sharing Dashboard to Directory is disabled by default in Permission Management. In this case, all users can share their dashboards with others freely. Only admins can enable or disable Sharing Dashboard to Directory.

Assigning the Share to Directory Permission

If Anna wants to share the dashboard created with eoco for viewing, you (the admin) need to grant Anna the Share Dashboard to Directory permission and specify with whom Anna can share dashboards.

1. Log in to the FineBI system as the admin and choose System Management > Permission Management > Common Permission Configuration > Permission Quick Configuration.

2. Assign Anna the Share Dashboard to Directory permission and select Finance dept., to which eoco belongs, as the department Anna can share dashboard with, as shown in the following figure.

Assigning the Template Viewing Permission in Template Authentication

If Template Authentication is enabled in the system, ensure that eoco has been granted the viewing permission on Anna's dashboard under System Management > Template Authentication > Common Permission Configuration.

1. Log in to FineBI as the admin and choose System Management > Template Authentication.

2. Assign the viewing permission of Anna's templates to Finance dept..

Assigning a Dashboard to a Specific User

1. Anna can log in to FineBI, select the dashboard to be shared, click the  icon, and select Share to Directory from the drop-down list, as shown in the following figure.

2. Anna can select departments, roles, and users with whom the dashboard is shared. In this case, Anna needs to share the dashboard with eoco, as shown in the following figure.

The following table describes the button Use Data Permission of Creator.

Note:

1. When sharing a dashboard with a department, role, and user at the same time, their data permissions are consistent. That is, they have the same permission on all data used in the dashboard.

2. If the New Super Administrator plugin is installed, the added super administrator can share a dashboard, and a dashboard can also be shared with the added super administrator.

3. After eoco logs in to FineBI, eoco can see the message prompt, as shown in the following figure.

4. In Directory, eoco can view the dashboard shared by Anna, as shown in the following figure.

Note:

Sharers and shared dashboards in Share with Me are sorted alphabetically.

Cancelling or Modifying the Sharing

When Anna cancels sharing the dashboard with eoco, eoco will not be able to see the dashboard after a refresh, as shown in the following figure.

The dashboards in Share with Me can be removed one by one, or you can also remove them by sharer, as shown in the following figure.

Viewing All Shared Dashboards

You can view all the dashboards shared to the directory in the list in My Analysis, as shown in the following figure.