This article describes how to share your Treasure Reporting (reporting.treasuredata.com) reports and dashboards with your colleagues.
About Treasure Reporting User Management
User management for Treasure Reporting is separate from user management of the TD Console. The credentials for logging into Treasure Reporting are separate from credentials to login to the TD Console. Users must be invited to Treasure Reporting by the account owner or another current user.
Treasure Reporting manages access control by
Teamis a group of users and clients united to work with the same dashboards, reports, presentations and datasets – which can be administered and billed together. This is useful if you are a company that has many dashboards and need to give others in your company, or your clients, access to the dashboards and data. Team corresponds to Treasure Data’s account, and is automatically created the first time a TD account owner clicked the Reporting button.
Owneris a person who has created the Team, which means Treasure Data’s owner user.
Useris an internal member (colleague, company member) who is invited to the Team.
Groupis a folder that can be created on the Users tabs to structure members of the Team.
Sharing Dashboards with Other Users or Groups
You can share your dashboards with other users.
- From reporting.treasuredata.com/home.
- Select the ellipsis button on the same row as the dashboard you want to share.
- Select Share & export.
- Select Permissions.
- Select + ADD PEOPLE.
- Select users or groups you’d like to share.
You can also share dashboards, integrations, data sources, and reports.
Inviting Your Colleagues to Treasure Reporting
From within Treasure Reporting (reporting.treasuredata.com), navigate to the
Admin page >
Clients menu. The following window appears:
Click the big plus button. And:
- Type in the email of the user that you want to invite.
- Assign a role to user, for example Client or Client Group Admin.
- Specify the objects the user will be able to create. By default all possible objects are selected.
Click OK to save your work and add the user to the system. Each user gets a separate invite email.