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Amazon QuickSight
User Guide

Sharing Dashboards

After you create a dashboard, you can share it with other users or groups. Once you share a dashboard, you can review the other users or groups that have access to it. You can also revoke access to the dashboard.

Note

In some cases, for dashboards shared before Sept 25 2017, the user setting for Can create analyses can become locked in the off setting. To fix this, enable the option, and reshare the dashboard with that user. Refresh the screen to see the most current settings.

View the Users a Dashboard is Shared With

Use the following procedure to see which users or groups have access to the dashboard.

  1. On the dashboard page, choose Share on the application bar.

  2. Review the users and groups, and their roles and settings.

    You can search to locate a specific user or group by typing in their name. Any user or group that contains the search term is shown. Searching is case-sensitive, and wildcards are not supported. Delete the search term to return view all user accounts.

Share an Existing Dashboard

Use the following procedure to share a dashboard.

  1. On the dashboard page, choose Share on the application bar.

  2. Choose Invite user.

  3. Type in the user name of a person you want to share this dashboard with. Then choose Share. You can only share with users and groups who belong to the same Amazon QuickSight account. The users must also have used Amazon QuickSight at least once, to finish creating their account.

    Repeat this step until you have entered information for everyone you want to share the dashboard with.

    Note

    Users who can access to the dashboard can also access the data used in the dashboard.

  4. Choose Share.

    The users you have shared the dashboard with receive a notification email. The email contains a link to the dashboard.

Reshare a Dashboard with a User

Use the following procedure if you need to resend a share email to someone.

  1. On the dashboard page, choose Share on the application bar.

  2. Under Action, locate the user account to reshare with and then choose the Reshare icon. When you choose Reshare, Amazon QuickSight sends a new email to that user. (No confirmation message displays.)

  3. Choose Confirm.

Revoke Access to a Dashboard

Use the following procedure to revoke user access to a dashboard.

  1. On the dashboard page, choose Share on the application bar.

  2. Under Action, locate the user account whose access you want to revoke and then choose X.