Permissions and Save

Dashboard Name and Folder

To save a dashboard name and location:

1. Type the dashboard name in the Dashboard Name field.

2. In the Select or create a folder field, do one of the following:

• Select an existing folder where you want to store the dashboard.

• Click Create a new folder to create the folder where you want to store the dashboard.

  Note: You can save a dashboard with the same name in the same folder.

3. Do one of the following:

• Add permissions. See Dashboard Visibility - Permissions below.

• Click Save to save the dashboard .

Dashboard Ownership

Displays your name as the owner of the dashboard. Click Change Ownership to select a user to transfer ownership to.

Dashboard Visibility - Permissions

To specify access and read/write permissions for the dashboard:

1. Select one of the following:

• Private: Only you are able to view and edit the dashboard.

• Shared: Allows you to set your dashboard to be viewed by a specific user(s) and set read/write permissions.

1. In the Type User Name or User Group field, select the user(s) or group(s) to which you want to share your dashboard.

2. In the Type User Name or User Group field, click one of the following:

   • Can Edit to allow the selected user(s) or group(s) to view and edit the dashboard.
   • Can View to allow the selected user(s) or group(s) to only view the dashboard.

2. Click Save to save the dashboard.