Concept: Sharing Discovery Boards
You can share a discovery board with an individual user or a security group. You share a discovery board by:
- Clicking theSharebutton from the board.
- Using Workday Drive.
Consider these requirements:
- To share a discovery board, you must be the owner or have Can Edit permission if the owner enables editors to share.
- To share a discovery board with a security group:
- Your tenant must be set up for group sharing on Drive using theConfigure Group Sharing in Drivetask.
- Discovery boards must be shareable with the security group.
- You can give users and groups Can View or Can Edit permission.
- To give Can View permission, the user or group you share with must have permission on at least 1 data source used in the discovery board.
- To give Can Edit permission, the user or group must have access to theDiscovery Boards: Createdomain.
Discovery Boards use Workday Drive to share an individual discovery board. If Drive hasn't been translated into the language that a user selected as their display language, your security administrator must access the
Edit Workday Account
task for the user and select the Allow Mixed-Language Transactions
option. This makes the Drive user interface visible to the user in English. For details on setting up Drive, see Steps: Set Up Drive.