Save a Dashboard for Other Users

If you have the appropriate rights, you can copy the layout and data currently available on your Dashboard and use it to overwrite another user's Dashboard with the same layout and data.

Your ability to save Dashboards for other users depends on your security role. Sometimes, security rights differ between the user overwriting a Dashboard and the user whose Dashboard is being overwritten. In such cases, the Dashboard layout reflects the security rights of the user whose Dashboard is being overwritten.

Record-level security is applied both when overwriting another user's Dashboard, and at all times when dashparts are loaded. Therefore, users do not see records in dashparts to which their roles do not have rights, based on record-level security.

Vision does not copy Global or Role-based Web dashparts, Alerts, or Reports.

To save a Dashboard for other users, complete the following steps:

1. Click Dashboard at the top of the screen.
2. On the toolbar, click Configure > Save Dashboard for Users.
3. If you want any personal Web dashparts copied over to the target user's Dashboard, select Copy personal Web Dashparts (with new names) on the Save Dashboard for Users dialog box.

   Do not select this option if you have personal Web dashparts that you do not want to have copied.

4. Use the Add and Remove buttons to create the list of users and roles who will have their Dashboards overwritten by yours.
5. Click Apply.