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

 

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