Share a dashboard

Owned by Helen Gosper
Last updated: Sept 16, 2024 by Denise McGettigan
3 min read

In addition to the Dashboards user permissions, if you have Collaboration permissions, you can share dashboards directly with other users and/or via shared folders.

You can share a dashboard with other users as long as you are the owner, i.e. you created the dashboard.

Learn about how sharing works

Learn about the sharing options

Share a dashboard

You can share a dashboard from three locations in Phocas:

  • From within the dashboard: Open the dashboard and click the Share button in the dashboard toolbar. In the Edit Dashboard window, select the required sharing options (see above), then click Save.

  • From your homepage: Locate the dashboard and click the menu button (on the far right side), then click Share. In the Share Dashboard window, select the required sharing options (see above), then click Save.

  • From the Dashboards page (if you are an administrator): Click the Phocas menu button > Administration > Dashboards. Locate the dashboard and click its Share button (on the far right side). In the Edit Dashboard window, select the required sharing options (see above), then click Save.

Stop sharing 

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