Manage Dashboards

Security Requirements and Controls

When accessing an existing dashboard within your LogScale instance, you can choose to navigate around the dashboard view, share, export or duplicate the dashboard, and configure the dashboard access.

Access all dashboards across repositories

Security Requirements and Controls

The All Dashboards system tab displays all dashboards from all repositories and views.

  1. In the system tabs' main toolbar, click All dashboards:

    Access Existing Dashboards

    Figure 160. Access all 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 Manage individual dashboards for details.

Note

Verify your permissions before accessing existing dashboards. Access to dashboards requires permissions to their associated repositories and views.

Manage individual dashboards

Security Requirements and Controls

After you open a dashboard, you can manage it using the controls highlighted in Figure 161, “Manage Dashboards”:

Manage Dashboards

Figure 161. Manage Dashboards


  • Edit icon — enables the dashboard editing mode, see Customize Dashboards.

  • full screen icon — expands the dashboard to fill the screen

  • menu icon — provides access to several operations that you can perform on an individual dashboard:

    Dashboard operations

    Figure 162. Dashboard operations


Available operations from the menu icon are:

  • 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 access to read, edit, or delete dashboards to another user or group.

    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.

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.