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Sharing Book Components (Studio)

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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.
Permissions tab of user details window

Table of Sharing Results

Book access of user invited to share Permissions of user sharing the dashboards Dashboard access of the user after the dashboards have been shared
Can View Share View or Share Edit Can View
Can Edit Share View Can View
Can Edit Share Edit Can Edit

Sharing Book Components

  1. On the Studio homepage, scroll down to Explore Dashboards & Books.
    Book components option under 3 line menu
  2. Click the menu next to your book.
  3. Select Book Components.
  4. Click Share Components.
    Share components button
  5. For each dashboard, set one of the following options in the Access column:
    window where you configure access

    • 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.
  6. Click Save.
  7. Click Ok to close the window.

FAQs