Share a dashboard

You can share a dashboard with other users if the widgets in the dashboard contain information that is useful to them.

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Prerequisites

  • If you want to share your own dashboard: Ensure that you have a global role that has the Share Your Own Views, Dashboards, Search Filters global permission.
  • If you want to share another user's dashboard: Ensure that you have a global role that has the Manage Shared Views, Dashboards, Search Filters global permission.

Steps

  1. Open the dashboard.
  2. Click → Share. Click .
    The Share Dashboard As dialog box appears.
  3. Specify with whom you want to share the dashboard and whether you want to make the dashboard the default dashboard for the users with whom you are sharing it.
    Tip For more information about these options, go to Duplicate a dashboard.
  4. Click Save.