Share with User
Atlas supports per-username sharing for dashboards. Unlike public links, user sharing requires the recipient to have a Pirivision account and to log in. Preferred for internal teams and dashboard collaboration between Pirivision users.
Prerequisite
For per-user sharing, an Atlas dashboard must exist. The recipient must have a valid Pirivision user account.
Public vs User Sharing
- User sharing: Internal users; login required; auditable.
- Public link: Anonymous access; no login; whoever obtains the token gets in.
For sensitive data, prefer user sharing.
1. Open the Share Dialog
In the Atlas list, click the More (three dots) menu on the dashboard card → click Share.
The dialog has two sections:
- Left panel: Per-username sharing (this page)
- Right panel: Public link → Public Sharing
2. Adding a User
In the left panel:
| Step | Description |
|---|---|
| 1 | Type the username in the Username box |
| 2 | Pick from the autocomplete list |
| 3 | Click Add to add to the list |
| 4 | The backend calls the share_dashboard API to create the record |
Multiple Users
A dashboard can be shared with multiple users. Each user sees it independently in their list and cannot remove the share.
3. View on the Other Side
The recipient:
| Behavior |
|---|
| Sees the dashboard under the "Shared with Me" filter in the Atlas list |
| Sees a "Shared" badge on the card |
| Can view the dashboard |
| Edit Mode, Save, Share, Delete buttons are not shown |
| Can change the global filter (per session, not persisted) |
| Cannot generate public links |
4. Removing a User
Click the Remove icon next to the user row in the share dialog. The recipient:
- Loses the dashboard from their list (after page refresh)
- Can keep using it until they refresh the page (cached state)
5. Permission Model
| Action | Owner | Shared User | Public Link User |
|---|---|---|---|
| Viewing | ✓ | ✓ | ✓ |
| Edit Mode | ✓ | — | — |
| Add/Remove Widget | ✓ | — | — |
| Delete Dashboard | ✓ | — | — |
| Share / Unshare (User) | ✓ | — | — |
| Generate Public Link | ✓ | — | — |
| Global Filter (per session) | ✓ | ✓ | ✓ |
| XLSX Export | ✓ | ✓ | ✓ |
6. Common Errors
| Symptom | Possible Cause | Solution |
|---|---|---|
| Username not found | Typo or user does not exist | Type the correct username; check backend user records |
| Recipient does not see it under "Shared with Me" | Cache | Ask them to refresh the page |
| Add button is disabled | You are not the owner | Ask the authorized user to share |
| Same user cannot be added twice | Duplicate protection | Keep the existing share or remove and re-add |