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The charts that have been created need to be shared with other users. How do I share it with multiple users and assign a specific role to them?

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Nikhila
(@nikhila)
Member Admin
Joined: 2 years ago
Posts: 338
Topic starter  

Step 1: On the main navigation bar click on Library. (Refer to the image below). 

1671437679-Library.png

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).  

1671437726-mychartoptions.png

Step 4: Click the share button to share the chart to different users based upon the roles. (Refer to the image below). 

1671437752-actions1.png
Step 5: Share pop-up appears. You can share the chart to a specific user and can assign a role to that user by clicking on the ‘Select User and Select Role’ drop drown provided. (Refer to the image below). 
1671437807-share.png

   
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