What
When sharing a Dashboard in Mercury, you will also need to share the individual Views and Charts that make up that Dashboard so that other users are able to view the data you have. You can also allocate permissions to those users so they can either read, write, delete, append, assign or even re-share Views and Charts themselves. For a guide detailing How to share Dashboards, take a look at KA-01545. For other related knowledge articles, click here.
Where
Share a View
Home > Sitemap > My Work > Dashboards > Select a Dashboard from the dropdown > Find View > View Records > Select View > Manage and share views > Choose View and select ellipsis > Share > Search for new user/team > Choose Permissions > Share
Share a Chart
Home > Sitemap > My Work > Dashboards > Select a Dashboard from the dropdown > Find View > View Records > Ellipsis > Share > Add User/Team > Choose Permissions > Share
How
Sharing a View
1. Select Dashboards and click View Records:
2. Select View then scroll down to Manage and share views:
3. Choose the View you wish to share, click the ellipsis on the right-hand side and click Share:
4. Select the User(s), choose the required Permissions, then click Share:
Sharing a Chart
1. Select Dashboards and click View Records:
2. Choose the Chart, click the ellipsis and then click Share:
Adding a User
1. Click Add User/Team:
2. Check the box next to the required User, click Select, and once the name has appeared in the Selected records box, click Add:
3. Choose the Permissions then click Share:
Authored by Jacob Stevens - Service Desk Analyst @ Mercury