Using Shared Dashboards

Simply because you have shared a dashboard does not mean that all those other users can see it. They must first look it up in Shared with Me. Once they have done so, they may

View it

Favorite it

Save As their own dashboard that they may edit.

Steps

7.  Sign in as a user with the Application Administrator capability global role assignment.

8.  Go to DASHBOARDS > Manage.

9.  Go to the Shared with Me tab.

This list will be empty at first. You must search for dashboards that are shared with you.

10. Enter text in Search Text, pick an OWNER, or just click  Search.

11. From here you may:

-       Open/Edit the dashboard

-       Restrict the list by using the Search Text

-       Restrict the list by using the OWNER

-       Favorite or un-Favorite a dashboard

Example

Sign is as Bob. Go to DASHBOARDS > Manage, then go to the Shared with Me tab.

 

 

You may enter text, but in this case the list is short so just click  Search.

 

 

Select the My Dashboard and click Favorite.

 

 

Go to the Favorites tab.

 

 

The My Dashboard is now a part of your favorites.