Share a Canvas Dashboard
Please note that this beta is not available on the following cloud providers:
- Bring Your Own Key for Amazon Web Services
- Azure
- Google Cloud Platform
You can share a Canvas dashboard with other Adobe Workfront users so they can view or edit it.
Access Requirements
| table 0-row-2 1-row-0 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license |
Current: Plan New: Standard |
| Access level configurations | View access to Reports, Dashboards, and Calendars |
| Object permissions |
View permissions for the dashboard to share the dashboard Manage permissions for the dashboard to assign dashboard permissions |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Considerations about sharing dashboards
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Dashboards can be shared to user, team, group, job role, or company resources.
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By default, the creator of a dashboard has Manage permissions for the dashboard.
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System administrators and users with Manage permission can grant View or Manage access to a dashboard.
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Users with View permission to a dashboard can grant View access to a dashboard.
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When sharing a dashboard, the resources it’s shared with will inherit permissions to the reports displayed on the dashboard.
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When a dashboard is distributed through a layout template, an automatic View permission for the dashboard (and its reports) is granted to all resources assigned to the layout template.
Share a Canvas Dashboard
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Click the Main Menu icon
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In the left panel, click Canvas Dashboards.
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On the Canvas Dashboards page, select the dashboard you want to share.
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In the upper-right corner of the page, click the Share button. The Dashboard Sharing dialog box appears.
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In the Give access to field, begin typing the name of a specific user, team, role, group, or company you want to share the Canvas Dashboard with, then select it when it appears in the drop-down list.
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(Optional) To edit a resource’s access to the dashboard, click View next to their name, then select Manage in the drop-down list that appears.
note note NOTE When users do not have the Edit permissions to a dashboard assigned through their access level, they cannot be assigned Manage permissions to a dashboard. -
Repeat steps 5-6 for each resource you want to share the dashboard with.
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Click the Share button. The recipients receive an email notification informing them that the dashboard has been shared with them, which they can now access at Dashboards > Canvas Dashboards > Shared Dashboards.
note note NOTE Individual user preferences and system exclusions for email notifications may apply.
Notifications are only sent when shared directly with a user. Sharing to groups, roles, companies, and teams do not generate email notifications.
Permissions inherited from a layout template will not generate an email notification about the access to the dashboard.