Share, Check Out, and Publish Perspectives

Create user groups. See Create User Groups.

Edit access to a personal or shared perspective.

Security:

Access Dashboards
permission.

Edit Dashboards
permission.

Sharing a perspective lets you collaborate with others by giving users and groups view or edit access to your dashboards and charts.

When you share a perspective, you and others with edit access can:

Share or unshare perspectives with users and user groups.

Check out and make changes to a perspective.

Check in and publish a perspective.

Select

Dashboards

from the main menu.

From the

Actions

menu of the perspective, complete 1 of these actions:

Option	Description
Share a perspective	Select Share . Select View or Edit access for each user or user group.
Unshare a perspective	For perspective owners: select Unshare . This option removes access for all that the perspective has been shared with. For users with perspective edit access: select Share . Clear the checkboxes of each user or user group that you want to restrict from accessing the perspective. You can only unshare a perspective if the perspective is checked in and published.
Check out a shared perspective	Select Checkout . Click the Edit button to make your changes. Click Done . You must check out shared perspectives to edit the perspective and associated dashboards. When you check out a shared perspective: A version of the perspective is added to the personal folder until you publish changes. We lock the shared perspective to prevent others from making changes. We display a lock icon to those other users.
Check in and publish a shared perspective	Select Publish . Publishing checks in the perspective and makes it available for others to view, check out and edit, or delete. The perspective no longer displays in the personal folder.