Sharing 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.
To give a user permission to share, either:
- Go to Administration > Profile to change a standard profile, or
- Go to Administration > Users and select a specific user. Make changes from the 'Profile tab' on the user maintenance screen.
In both cases, go to the section heading 'Collaboration'.
Tick 'Share with users' and/or Share with folders' as required, and save the change.
Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't share a dashboard containing data about Branch X with someone who only has permission to view Branch Y.