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The steps in this article are for Dashboards & Analytics (Amazon Q) users only. If you use Reports (Microstrategy), proceed to these articles instead.
This article covers the following:
About Folders
Users will see two folder areas:
- My folders: Contains folders you create to organize items to which you have access.
- Shared folders: Contains organization-wide dashboards and other analyses or topics that Authors or Author Pros create and share.
Share a dashboard, topic, or analysis to a shared location when:
- The item is intended for broader visibility
- You prefer to manage access at the folder level instead of individually
Folder permission levels
- Viewer: Can view, interact, and filter dashboards in the folder
- Contributor: Can create, publish, update, and delete their own content in the folder.
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Owner: Can add, remove, or modify content, and change user/group
permissions for the folder
Your company's folder is the only folder that allows sharing. The rest are view-only.
Creating a Folder and Assigning Permissions
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Click Shared Folders from the left navigation panel.
- Find your company-named folder.
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Click +New.
- Select Folder. The Create New Folder window displays.
- Enter a name for the folder.
- Click Create.
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Click the vertical ellipsis (⋮) next to the folder.
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Select Share. The Share folder window displays.
- Add users or groups and choose folder-level permissions. The system may take a few seconds to load options.
- Choose the folder-level permission for the user.
- Click Share.
Adding an Item to a Shared Folder
- Locate the dashboard, analysis, or topic.
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Click the vertical ellipsis (⋮) next to it.
- Select Add to folder.
- Choose the target shared folder.
- Click Add.