Share Dashboard

Sharing dashboards within Lakehousecat enhances collaborative efforts and streamlines the presentation of insights across teams. This guide provides instructions on the sharing and management of dashboards.

Basic Functions

Lakehousecat provides a straightforward approach to sharing dashboards, optimizing accessibility and group collaboration:

• Navigation: Users should navigate to the Analytics section within their workspace and enter the Dashboard area. Each dashboard entry includes a menu—click on the three dots located on the right to activate the sharing option.

Sharing Process

The dashboard sharing process is similar to that of charts, ensuring consistency across different types of resources:

1. Initiate Sharing:

   • A dialog window appears upon selecting the "Share" option from the menu. This window allows users to choose specific groups for sharing the dashboard. Multiple groups can be selected to broaden access depending on collaboration requirements.

2. Access to Shared Dashboards:

   • Shared dashboards are available under designated sections in the Analytics area:
     • Shared by Me: Dashboards shared by the user.
     • Shared with Me: Dashboards shared by other users that are accessible to the current user.

These sections help organize and simplify access to shared dashboards.

Disable Sharing

To disable the sharing of a dashboard:

1. Navigate to either Shared by Me or Shared with Me section within Analytics.
2. Select the dashboard that needs sharing disabled.
3. Use the menu (three dots) to deactivate sharing.

This procedure ensures tight control over dashboard accessibility.

Access Permissions

Dashboard sharing is subject to group permissions:

• Group Membership: Users must belong to the selected groups to access shared dashboards.
• Account Requirements: A valid Lakehousecat account and correct group affiliations are required for viewing shared dashboards.

These permissions are designed to maintain security and order in the sharing process.

Best Practices

• Review Groups: Regularly assess group lists and dashboard access to maintain up-to-date permissions and address any changes in group structures.
• Structured Sharing: Use sharing features deliberately to facilitate organized collaboration while maintaining security protocols.
• Communication: Share dashboard links responsibly within the intended groups to prevent unauthorized dissemination.

By following these practices, users can efficiently share dashboards within Lakehousecat, enabling precise and effective collaboration across teams.