Permission administrators can grant users the permissions to edit dashboards, and view or export the components of dashboards.

Background information

Take note of the following points on collaborative authorization:
  • Edit: If a user is granted the Edit permission on a specified dashboard, the user can edit the dashboard, and view and export the components of the dashboard.
  • Export (Including View): If a user is granted the Export (Including View) permission on a specified dashboard, the user can view and export the components of the dashboard.
  • View: If a user is granted the View permission on a specified dashboard, the user can only view the components of the dashboard.

Scenario 1: Grant a user the permissions to edit a specified dashboard

Permission administrators can grant an analyst in the workspace the permissions to edit a specified dashboard only when Specified Members or All Workspace Members(except members with the view permission) is selected for Editing Permission in the Collaborative Authorization pane.

  1. On the Batch Authorization page, select a workspace and a dashboard in the Select Resources pane.
    Select a resource
  2. In the Collaborative Authorization pane on the right side of the Batch Authorization page, configure Editing Permission and grant the permissions.
    The following figure shows that Specified Members is selected for Editing Permission and pop_call2 is granted the Edit permission on the selected dashboard. Authorization
    Note After you select Edit for pop_call2, pop_call2 can also view and export the components of the dashboard. You can also select Export (Including View) or View later to change the permissions that are granted to pop_call2 on the dashboard.
  3. Optional:Configure permission synchronization.
    If pop_call2 needs to edit another dashboard in the workspace, you can click Synchronization Settings in the Collaborative Authorization pane. Then, select the dashboard that pop_call2 needs to edit and click Sync in the Synchronization Settings panel. Synchronization Settings

Scenario 2: Grant a user the permissions to view and export the components of a specified dashboard

If Private is selected for Editing Permission, permission administrators can grant a visitor the Export (Including View) or View permission on the selected dashboard.

  1. On the Batch Authorization page, select a workspace and a dashboard in the Select Resources pane.
    Select a dashboard
  2. In the Collaborative Authorization pane on the right side of the Batch Authorization page, configure Editing Permission and grant the permissions.
    The following figure shows that Private is selected for Editing Permission and pop_call2 is granted the Export (Including View) permission on the dashboard. Grant the Export (Including View) permission
    Note You can also select View for pop_call2. If you select View, pop_call2 can only view the dashboard.
  3. Optional:Configure permission synchronization.
    If pop_call2 needs to export the components of another dashboard in the workspace, you can click Synchronization Settings in the Collaborative Authorization pane. Then, select the dashboard whose components pop_call2 needs to export and click Sync in the Synchronization Settings panel.