Sharing Dashboard Use Cases

The following dashboards are available.

Private Dashboard

A private dashboard is created by the dashboard owner.

The user can create, edit, and delete a private dashboard if they have the Dashboard Manage permission.

Shared Dashboard

A dashboard shared by a role is called a shared dashboard.

Users belonging to the respective role can update the shared dashboard if they have both Dashboard Manage and Administration permissions.

A partner user can share a dashboard with both partner and client user roles. A client user can share a dashboard with client user roles but cannot share it with partner user roles.

Public Dashboard

A public dashboard is shared with all users.

When a user shares a dashboard with all users in the client context, the dashboard becomes accessible to all client users of that specific client.

When a user shares a dashboard with all users in the partner context, the dashboard becomes accessible to all users within that partner organization, as well as all users from its associated client organizations.

Partner and client users can edit a public dashboard only if they have the Dashboard Manage with Administration permission.

Example:

National INC has two clients: ITC Client 1 and ITC Client 2

Partner Public Dashboard 01

Shared with: All users in the National INC partner context

Access & Permissions:

All National INC partner users, ITC Client 1 users, and ITC Client 2 users can access Partner Public Dashboard 01.

These users can update the dashboard only if they have the “Dashboard Manage with Administration” permission.

Client Public Dashboard 01

Shared with: All users in the ITC client context

Access & Permissions:

All ITC client users can access Client Public Dashboard 01.

ITC client users can update the dashboard only if they have the Dashboard Manage with Administration permission.

Partner users cannot access Client Public Dashboard 01. To allow partner users to view this dashboard, please share it with all users in the partner context.