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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.

Video Details

Duration: 2 minutes and 45 seconds
Country:
Language: English
License: Dotsub - Standard License
Genre: None
Views: 4
Posted by: csintl on Feb 14, 2019

BAG_pbi_08

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