Share a dashboard

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra 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:

You can share a dashboard with other users if, for example, the widgets in the dashboard contain information that could be useful to them. You can share a dashboard from a dashboard. If the Dashboard Ordering setting is enabled and you have the right permissions, you can change the sharing rules of multiple dashboards from the dashboard navigation pane.

Prerequisites

  • To share your own dashboard: Ensure that you have a global role with 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 with the Manage Shared Views, Dashboards, Search Filters global permission.
  • To share a dashboard from a dashboard:
    • If you want to share your own dashboard: Ensure that you have a global role with 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 with the Manage shared Views, Dashboard and Search Filter global permission.
  • To share a dashboard using the Manage Dashboards page opened from the dashboard navigation pane:
    • Ensure that the Dashboard Ordering setting is enabled.
    • You have a global role with the Manage shared Views, Dashboard and Search Filter 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, go to Duplicate a dashboard.
  4. Click Save.

If the Dashboard Ordering setting is disabled

  1. Open the dashboard.
  2. Click → Share. Click .
    The Share 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, go to Duplicate a dashboard.
  4. Click Save.

If the Dashboard Ordering setting is enabled

  1. Open any dashboard.
  2. Click .
    The Share dialog box opens.
  3. Specify with whom you want to share the dashboard.
    Tip For more information, go to Duplicate a dashboard.
  4. Click Save.

From the dashboard navigation pane

  1. Open any dashboard.
  2. In the dashboard navigation pane, click Manage Dashboards.
    The Manage Dashboards page opens.
  3. In the Shared With column, double click next to the current sharing rule for the dashboard you want to update.
    The Update Sharing Rules of dialog box opens.
  4. Specify with whom you want to share the dashboard.
    Tip For more information, go to Duplicate a dashboard.
  5. Click Save.