Publishing Dashboards and Components
Designers can create new components and dashboards within Intuitive Dashboards. When a component or dashboard is initially created, it can be saved by the designer. Following that initial save, that entity remains private to the designer and cannot be viewed by other users on the system.
The designer can make their dashboards or components available to other users by publishing them. Publication involves selecting one or more groups within the group structure (setup by the dashboard system administrator).
Example: Dashboard Publication
Once an entity has been published, it is available for use by any user who is a member of that group. For example, a dashboard viewer who is a group member can view a dashboard; or a designer who is a group member can use a component to build a dashboard.
Additionally a designer can choose to allow their entities to be editable by other designers by ticking the 'allow other designers to edit this object' checkbox at the time of publication.
Permissions are inherited within the structure of groups. In the example above, the published Dashboard would be available to members of the 'Finance', 'Marketing', 'Operations' and 'Sales' groups; however if it had been published directly into the parent group, 'Intuitive Demo', then all users who were members of the groups that are children of that group i.e. 'Document Management', 'Education' etc. would be able to access this dashboard. In this way the software allows a very granular security system to be created whilst retaining the ability for a designer to publish to a large number of users at the same time by selecting parent groups.