Collaboration (sharing) permissions for dashboards and favorites

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. 

The main Collaboration permission activates these collaboration permissions:

• Comments - Add comments and view comments made by other users. Most profiles have the Comments permission enabled by default. This means that users can comment on dashboards or favorites that were shared with them (as well as those they created themselves) and see other users' comments. Administrators can remove this permission.

• 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.