Manage Dashboards

Security Requirements and Controls

When using an existing dashboard within your LogScale instance, you can choose to navigate around the dashboard view, change, share and alter the dashboard, and configure the dashboard access.

Access existing dashboards

Security Requirements and Controls

If you need to access previously created dashboards to consult them or edit them, first check your permissions: you might not have the permissions to some of the repositories or views containing those dashboards.

The full list of dashboards across all repositories and views is available from the All Dashboards system tab.

  1. In the system tabs' main toolbar, click All dashboards to show all existing dashboards:

    Access Existing Dashboards

    Figure 151. Access existing dashboards


  2. Select the desired dashboard by clicking the title after the slash: the dashboard and all its widgets will load (clicking the first item instead redirects you to the Search tab in that repository).

  3. Optionally, click the star icon next to a dashboard to save it as favorite and bring it on top of the list for quicker access.

  4. Optionally, click the gear icon to perform several operations on the dashboard such as sharing, exporting or deleting the dashboard — see Dashboard main operations for details.

Dashboard main operations

Security Requirements and Controls

Click the menu icon of a dashboard to perform the following operations:

  • Wall monitors & shared URLs — allows to share read-only dashboards. See Share Dashboards section below for more details.

  • Export as PDF report — allows you to export the dashboard in PDF with several print options such as add the dashboard title in the header or the time window it was executed, set it as portrait or landscape, etc.

    For more information, see Export Dashboards as PDF.

  • Create schedule report — allows you to export the dashboard in PDF with several print options such as add the dashboard title in the header or the time window it was executed, set it as portrait or landscape, etc.

    For more information, see Schedule PDF Reports.

  • Export as template — allows you to create a template from the current dashboard, which you may reuse for new empty dashboards, as explained in Create Dashboards.

  • Asset sharing — allows you to give another user or group access to read, edit, or delete dashboards.

    For more information, see Permissions for dashboards.

  • Clone — creates an identical dashboard. You are prompted to provide:

    • Dashboard name is the name you assign to the copied dashboard.

    • Target repository or view is the repository or view where you want to store your copied dashboard.

  • Delete — deletes the dashboard and all associated widgets. Removal of a dashboard cannot be undone. To create a backup of the dashboard, consider using the Export as template option to keep a copy of the dashboard and its configuration.

Dashboard operations

Figure 152. Dashboard operations


Permissions for dashboards

Security Requirements and Controls

Sometimes you might want to collaborate with another user on a dashboard, but that user does not have permission to dashboards in the view. If you have permissions to do so, you can grant permissions to that user to edit and delete a particular dashboard in a view. For more information about asset permissions, see Asset permissions.

If you do not have Change user access permission on the repository, you will see a list of users only (no groups) that already have at least Read permissions on the repository. You can select from these users and give them more permissions (up to the same permissions you have).

To grant access to edit or delete a dashboard to another user or group:

Asset creator/Regular user

The creator of an asset and regular users can share the same permissions that they have to the asset with users who already have read access to the view. You cannot share access with users who do not have read access to the view. You cannot share access with groups at all.

  1. Click ⋮ next to the dashboard you want to share and select Asset sharing.

  2. In the Users and groups with access window you see users who currently have access to the dashboard and what access they have.

  3. Click Share dashboard.

  4. Click to select the user to get additional permissions. Note that you can only see users who already have read permission to the view. Click Next.

  5. Select the appropriate permissions to assign. Click Grant permissions.

You have Change user access permission

With Change user access permission, you can grant permission to users, including read permission if the user does not have that, and permissions that you do not have yourself. You can also see groups and group members and what permissions they have in the Groups tab, but you cannot change the permissions for the group in the Groups tab. To be able to change the permissions directly from the group tab, you must have Change organization permissions permission.

To grant additional permissions to a user that already has read access to the view:

  1. Click ⋮ next to the dashboard you want to share and select Asset sharing.

  2. In the Users and groups with access window you see users who currently have access to the dashboard and what access they have.

  3. Click the button next to the user or group in the list.

  4. Click to assign the permissions. Click Save changes.

  5. Click Close.

If you have the Change user access permission and you want to share permissions to the dashboard with a user or group not in the list, or you want to give a group that is in the list additional permissions:

  1. Click Share dashboard.

  2. Click to select the group or user who should get additional permissions. Click Next.

  3. Select the appropriate permissions to assign. Be aware of the message that the user or group gets Read access to all assets in the repository automatically when assigning asset permissions for one asset in the repository. Click Next.

  4. Confirm that you understand that you are granting Read access to all assets in the repository by adding the asset permission for the user or group. Click Grant data read access.

  5. Click Grant permissions.