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dtrovato's avatar
dtrovato
Frequent Visitor
8 years ago
Solved

Share VS Access

Hi guys,

 

my apologies for the noob question, but when sharing a dashboard/report, what's the difference between the options Share and Access? 

 

Let's say I share a report to 2 coworkers, then I see them in the access list. They're able to access the report.

What if I add them to the access list instead of sharing the report? Can they either access it?

 

 

what's the scope of these 2 features? 

 

thanks to anyone who answers! 

  • dtrovato

     

    About the "Share Report" :

     

    If you click on "Manage Permissions" in the "Access" tab, you will have a high-level view of your users and their roles / permissions. As you said, you will also be able to add users. 

    It has exactly the same purpose as "Sharing" it.

     

    Think of it as a shortcut to the Share Tab ;)

    Manage Permission = a complete view

     

     

     

     

    Add user = Share

    Best Regards.

    Augustin

4 Replies

  • augustindelaf's avatar
    augustindelaf
    Impactful Individual

    Hi dtrovato

     

    Share and Access are 2 different functions.

     

    Anytime you want to give someone access to a dashboard, you need to "Share" it.

    You will then be able to see him in the "Access" tab, because you shared access to him.

     

    >Share : Give Access for the first time

    >Access : Manage people that can access a dashboard, and if they can Reshare, and remove them if you need

     

    Is it more clear now ?

    ,

     

    Best Regards

     

    Augustin

    • dtrovato's avatar
      dtrovato
      Frequent Visitor

      hi Augustine, 

       

      that is actually true for "Share Dashboard", I wasn't aware of this difference between Dashboard and Report so thank you!

       

      But the point is still open with "Share Report". You can choose to share a report and instead of clicking on "Share", you can click the "Access" tab and then on "Manage Permissions" (right below). It will enable you to add users wihout sharing it.

       

       

      What is this scenario used for?

       

       

      • augustindelaf's avatar
        augustindelaf
        Impactful Individual

        dtrovato

         

        About the "Share Report" :

         

        If you click on "Manage Permissions" in the "Access" tab, you will have a high-level view of your users and their roles / permissions. As you said, you will also be able to add users. 

        It has exactly the same purpose as "Sharing" it.

         

        Think of it as a shortcut to the Share Tab ;)

        Manage Permission = a complete view

         

         

         

         

        Add user = Share

        Best Regards.

        Augustin