Page Comparison

Sharing dashboards and favorites either with users or via folders is a common action 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. 

To give a user permission to do this, go to Administration and either:

• select Profiles to change a default profile, or
• select an individual user and go to the Profiles tab in the user maintenance form.

Under the section heading 'Authorization' tick 'Share with users' and Share with folders' as required, and save the change. 

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

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

  • This feature must be enabled for your Phocas site, which must be cloud-based (accessed from the public internet, not on a private server).

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

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

Related 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.