Sharing in Biwee

Share a dashboard

The " Share" button allows you to share your dashboard with different people who have a Biwee account within your company. The " Schedule " button allows you to schedule the automatic sending of the dashboard by email to one or more users in your company.

We have the list box of users who have access to my dashboard and the associated right, it is possible to delete or modify a right with the cogwheel.

There are two types of sharing:

• Read only

• Edit permission

Share to one or more people

You have the possibility to share your documents for consultation or modification to specific people. To do this, check one or more people in the "Share to a new user" list box and click on "OK", choose the sharing mode, then click on "Share".

Share with everyone

You have the option to share your documents with all users in your company, by checking "Check all", everyone in your company will be able to access your dashboards in simple view.

To facilitate the sharing of documents, you have the possibility to share documents to a user group. This saves you from selecting people one by one, and makes it easier to share dashboards with a new user in your company. If the new user is added to a dashboard item group, they will automatically have access to all dashboards shared to the group. There will be no need to go to each dashboard, and share it to him.

To share to a group, the operation is the same as for sharing to a user, and instead of selecting one or more users in the list box, you select one or more groups. The groups are recognizable in the list box: they have the number of users in the group indicated in brackets.

Schedule a share

The "Schedule publication" button allows you to set up an automatic email of the dashboard. The dashboard is sent to the recipients as a PDF export. You can schedule one or more mailings for the same dashboard, using the "Add" button.

The window below is displayed. It allows you to choose the recurrence of mailings, the start and end date of the schedule, and the recipients of the mail. The button " Personalize the mail " allows you to modify the subject and the text of the mail.

Share a connection

In your resources, you will be able to share the connection you want with one or more people in your team. For each connection where you have the right to modify (if you are the author or if someone has shared this connection with you in modification), you can access the menu on the right:

When you click on share, a window opens:

You just have to choose the people to whom you want to share the connection and the right you give them.

Use in read-only mode

The user can only use the connection to create queries.

Edit permission

The user will be able to edit the configuration of this connection.

Share a dataset model

In your resources, you will be able to share the dataset model you want with one or more people in your team. For each dataset model where you have the right to modify (if you are the author or if someone has shared this connection with you), you can access the menu on the right:

When you click on share, a window opens:

You just have to choose the people you want to share the dataset model with and the right you give them.

Use in read-only mode

The user can only use the dataset model to create queries.

Edit permission

The user will be able to edit the configuration of this connection.