Sharing dashboards and favorites is a common requirement for Phocas users. You can add or remove permissions via profile settings, either for an individual user or in a standard profile applied to multiple users.
To give a user permission to share, either:
Go to Administration > Profile tochange a standard profile, or
Go to Administration > Users and select a specific user. Make changes from the 'Profile tab' on the user maintenance screen.
In both cases, go to the section heading 'Collaboration'.
Tick 'Share with users' and/or Share with folders' as required, and save the change.
Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't share a dashboard containing data about Branch X with someone who only has permission to view Branch Y.
Manage sharing of external view-only dashboards
Dashboard owners with permission can share a view-only version of a dashboard with someone who doesn't have a Phocas login, via a generated link, if this function is enabled for your site and provided the site is cloud-based (i.e., accessed from the public internet, and not on a private server).
Individual permission to generate an external dashboard link is managed via user profiles.
Under 'Collaboration' tick 'external links'. Note that standard Advanced and Administrator profiles have this permission ticked by default.
About enabling 'External links' on a site
Site-wide 'External Links' functionality can only be enabled by a Phocas consultant. Contact Phocas support in your region for more information about this.