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Sharing dashboards and favorites is The Collaboration permissions allow users to work together in different ways throughout Phocas. In particular, the sharing of dashboards and favorites is a common requirement for Phocas users. You can add or remove permissions via profile settings, either for an individual user or in a standard profile applied to multiple users.

Allow users to share dashboards and favorites

Either go to:

  • Administration > Profile and click the profile.

  • Administration > Users, then click the user’s name (blue link) to open the user maintenance form and click the Profile tab.

In both cases, go to the Collaboration section and select the Share with users and/or Share with folders checkboxesas required, then click Save. Image Removed

Even when an item is shared, other users can only see the data they have permission to see. For example, a user can't share a dashboard containing data about Branch X with someone who only has permission to view Branch Y.

Allow users to share view-only dashboards externally (use external links)

Dashboard owners with permission can share a

The main Collaboration permission activates these collaboration permissions:

  • Share with Folders - Share dashboards and favorites by placing them in a folder that can be accessed by other users. 

  • Share with Users - Share dashboards and favorites directly to selected users. 

  • External Links - Share a view-only version of a dashboard with someone who

doesn't

  • does not have a Phocas login, via a generated link

, if this function is

  • .

    • This permission applies to dashboard owners, in other words, users who have permission to create dashboards.

    • This feature must be enabled for your

site and provided the site is

    • Phocas site, which must be cloud-based (

i.e.,

    • accessed from the public internet,

and

    • not on a private server).

As an administrator, you manage the permission to generate an external dashboard link via the user profiles. The

    • When enabled, the standard Advanced and Administrator profiles have this permission enabled by default

.On the Profile tab, go to the Collaboration section and select the External Links checkbox

    • .

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Info

    • Site-wide

'External Links'

    • external links functionality can only be enabled by a Phocas consultant. Contact Phocas support in your region for more information about this.

Related

pages

  • View and change user settings (user maintenance form)

  • Manage folders, favorites, subscriptions and dashboards at the admin level

    • Allow users to subscribe to dashboards and favorites

    user permissions

    • These collaboration permissions are designed to work alongside the dashboards and favorites permissions.

    • Even when an item is shared, other users can only see the data they have permission to see. For example, a user can't share a dashboard containing data about Branch X with someone who only has permission to view Branch Y.

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