Sharing with Other Users - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

The Share functionality is used to grant or remove access to the active or selected dashboard or report for users and User Groups. While configuring the sharing of the dashboard or report, you can adjust the access levels of users and User Groups, and configure any extra permissions such as the user's ability to share the item with other.

To access sharing for a dashboard or report, right-click on the name of the dashboard or report in the Gallery pane and select Share from the right-click menu.

If the dashboard or report is open and active in the viewer, click the Share button in the Actions ribbon group.

The Choose people to share this dashboard with or the Choose people to share this report with dialog box is displayed, depending on the type of item chosen. Both dialog boxes function similarly, with the only difference being the type of item you are sharing.

See: