This method of defining the scope of permissions for dashboard sharing is the easiest and most flexible method. You will guided through the method to setup a group which will have a dedicated email address assigned to it. It’s this email address you’ll use to establish the share permission scope. It means you just need to put one email in all dashboards and modify the group to effect all permissions. The method is also integrated into myTeamGHC if you are a subscriber.
Create a new external access group
Substep 1 of 5: Go to https://groups.google.com/
Ensure you’re logged in with you google account
Substep 2 of 5: Click “Create Group”
If you’re on a google domain account be sure to select a googlegroups.com domain rather than your particular church domain.
In this case the group is ghc-test@googlegroups.com
Hit next.
Substep 3 of 5: Select default privacy settings.
Substep 4 of 5: Leave default settings and create group
Substep 5 of 5: Save your group email
Save your google group email into myGHC
[google_sharing_preference_setting]
Proceed to the next step to add people to your group who will be able to see your dashboards.
Add members to your group
Substep 1 of 2: Select “People” in left pane and then “Add members” from top button.
Substep 2 of 2: Add members
Select “directly add members” (it might confuse users to get an email from a googlegroups email asking them to be a member of the group).
Do not worry about group managers or owners.
Repeat this for as many members you have in your groups.
Add this group to GHC dashboards
Simply add the google groups email to all your dashboards in the share settings of each dashboard and remove people who have been added individually at the dashboard level.
Figure 1: Add new google group access
If needed you can remove previously added individuals using the ‘manage access’ tab.
| In summary: You no longer need to manage which users can access dashboards within each dashboard. Rather this is now done within a google group. |
Advanced considerations:
- You could create multiple groups if different dashboards need different audiences
- You could also create a group with view access and another group with edit access. This view/edit distinction would be made at a dashboard level
- Note that myGHC front end only has ability to save one google group.
