Sharing Book Components (Studio)

About Sharing Book Components

You can share all of a book’s dashboards with the book users. You can give these users the same level of access to the dashboards that they have to the book, or a lower level.

Qtip: In order to share a book component, you need editor-level access to the book and at least read-only data access to the dashboard’s source project.

Understanding Component Access Permissions

The dashboard access level after sharing depends on 2 things:

• The user’s book access level (determined when the book was shared to the user)
  • If a user only has Can View permissions for the book, they can only get Can View access to a dashboard.
  • If a user has Can Edit permissions for the book, they can get either Can View or Can Edit access to a dashboard, depending on the initiating user’s permissions.
• Initiating user’s permissions (the person sharing the book component)
  • If the user sharing the dashboard has the Share View permission, then book editors will get Can View
  • If the user sharing the dashboard has the Share Edit permission, then book editors will get Can Edit

Qtip: Share View and Share Edit are user permissions that can be found under Dashboard Permissions.

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Table of Sharing Results

Sharing Book Components

On the Studio homepage, scroll down to Explore Dashboards & Books.

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Click the menu next to your book.

Select Book Components.

Click Share Components.

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For each dashboard, set one of the following options in the Access column:

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• Grant: Share a component with all users and groups with whom this dashboard is shared, up to their dashboard access level.
• No Changes: Do not change any user’s access for a component. This option does not remove access from an object.

  

  Example: In the example above, goldie@treadmade.com will get editor-level access to the Executive Overview dashboard, while sammy@treadmade.com will get viewer-level access. There will be no changes in access for the XM Program Summary dashboard.

Click Save.

Click Ok to close the window.