BAG_pbi_08
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Whenever you're on a dashboard that you want to share
with others, you can click the ‘Share’ button
on the top right of the dashboard, and this would open
up a page that lets you share those dashboards with
others and also see who has access.
So, currently, when I click on the ‘Access’
tab, I can see that I have access because I'm
the owner, but also Will has access to view
the dashboard as well.
So, back on the Share tab, this is where I grant
access to new people.
So, here I can enter in the email address of my
colleague, Kim, who I want to share this with.
And, as I type, we'll have a people picker that
suggests people within your company that you want to
share with.
You can also type in security groups here as well.
So, I'm going to select Kim, and then I can choose to
add an optional message if I want to include with
the email, such as ‘Check out the dashboard
I created’.
And, once you've filled out the people you want to
grant access to and typed in a message, you can then
decide on these last two options.
One is that you can choose if you want the people who
you've shared your dashboard to, if they have
the ability to re-share it out.
So, if I leave this checked, Kim can share my
dashboard out with anyone else and within our company
that she wants.
Of course, if she does that, I'll see those new people
show up under the Access tab and be able to remove
them if I don't want them to have it anymore.
And, the last option is the option to send an email
notification to recipients.
So, if I uncheck this box, she wouldn't get an email
letting her know that she has access to
it, but I can share the URL for the
dashboard, and you’ll also see that under
the Access tab as well.
And, I can just IM it to her or give it to her in some
other way, and when she clicks on that, she'll be able
to see that she does indeed have access.
One last thing you can do on top of sharing to people
within your company and security groups is you can
also share with people outside of your organization
as well.
So, for this dashboard, I want to share to [email protected]
And,
since this email is outside of my
organization, it lets me know that one or more email
addresses are indeed outside my organization and lets
me know which organizations those are.
Now that I'm all ready and I'm good with my setting
options, I can hit ’Share’.
And, once the dashboard is done sharing, it gives me
a little ‘Success!’ notification.