Share Dashboards with Your Colleagues

This article describes how to share your reports and dashboards with your colleagues.

Table of Contents

Definitions

Treasure BI manages access control by Team, Group, Owner, and User.

Team is a group of users and clients united to work with the same dashboards, reports, presentations and datasets – which can be administered and billed together. This is useful if you are a company that has many dashboards and need to give others in your company, or your clients, access to the dashboards and data. Team corresponds to Treasure Data’s account, and is automatically created first time TD account owner clicked BI button.

Owner is a person who has created the Team, which means Treasure Data’s owner user.

User is an internal member (colleague, company member) who is invited to the Team.

Group is a folder that can be created on the Users tabs in order to structure members of the Team.

Invite Your Colleagues to Treasure BI

First, from the left navigation pane, head over to the Admin page > Users tab, and click on the big red plus button at the bottom right corner. The following window appears:

  • Type in email of user (which you want to invite).
  • Choose a group where you want to place the user (optional).
  • Assign a role to user (User or Administrator).
  • Specify which objects the user will be able to create (by default all possible objects are selected).

Click OK when ready. Each user will get an invite email. You can also create your own group within Users page, to have granular access control.

Sharing Dashboards with Other Users or Groups

Finally, you can share your dashboards to other users. This is really easy. Click the dashboard you want to share, click Share menu, and select either users or groups you’d like to share.

You can share not only dashboards but also integrations, datasets, and reports as well.

Next Steps

For more advanced use cases, pleaser refer to the knowledge base of Slemma, the product Treasure BI is built on top.


Last modified: Dec 23 2016 20:31:24 UTC

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