Share documents

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If you have edit permission for a document (dashboard or notebook), you can share the document with other Dynatrace users in your company.

Sharing options

To share a document with other Dynatrace users in your company, you have two options.

• Share access: This option may be better for ongoing sharing, where you want certain people or groups to always have access to the document. This option offers better granularity over who has access to the document—you can add and revoke access per user and user group—but you need to maintain a list of users and user groups that will have access. For control over access, it's the best option. For details, see Share access below.
• Share link: This option may be better for ad hoc sharing. With this option, you just generate a URL (with View or Edit permissions) and forward it to people who should access the document. If you need to revoke access for one person, you need to revoke access for everyone (revoke the URL) and distribute a new URL. For details, see Share link below.

Note that you can use a combination of both sharing options for the same document. For example, you might want to maintain a list of people who need regular access to the document (collaboration and joint editing), and you might also want to occasionally send out an access link to a wider audience (people who only need to view the document).

Regardless of how you share your document, you also need to specify the permission level of your sharing:

• If you give someone Can view permissions, they can view the document but they can't edit it. For example, they can't add or delete components, and their timeframe changes won't change the timeframe for other people.

• If you give someone Can edit permissions, they can do anything that the creator of the document can do. For example, they can rename or delete it.

For details on the differences between Can view and Can edit, see the Permissions below.

Share access

To share a document by creating a list of users and user groups with View or Edit access

1. Display the document that you want to share.

2. At the top of your document, select Share to open the Share document window.

   If you don't see a Share option in your document, you don't have permission to edit the document, so you can't share it.

3. In the Share access section of the Share document window, specify one or more people and groups with whom you want to share the document, and select the permission level they should have (Can view or Can edit). Repeat this part of the procedure as many times as you need:

   1. Select Add people or groups in your company, and then find and select one or more people and groups with whom you want to share the document.

   2. Select the permission level (Can view or Can edit) that you want to give to the selected people and groups.

   3. Select Share document. This adds the selected people and groups to a list of people with whom you can share the document. It includes the permission level (Can view or Can edit) that was displayed when you selected Share document.

      Tips:

      • Don't give Can edit access to people if you don't want them to change your copy of the document. People with Can view permission can always save a copy and customize their copy without changing yours.
      • You can create and share two different sharing links, one with Can edit permissions and the other with Can view permissions, if some people should be able to change your document and other people should only be able to view it.

Verify and edit share access

To review and edit the list of users and user groups with access to your document

1. Display the document that you want to share.
2. Select Share.
3. In the Share document window, select Edit share link settings in the upper-right corner.
4. In the Settings window, the People and groups tab lists people and groups with whom the document has a share specification. You can select Can view, Can edit, or Remove per row as needed.
5. Select Done to save your changes or Back to discard your changes and return to the Share document window.

Share link

To share a document by generating and distributing links (URLs)

1. Display the document that you want to share.

2. At the top of your document, select Share to open the Share document window.

   If you don't see a Share option in your document, you don't have permission to edit the document, so you can't share it.

3. In the Share link section of the Share document window, select a permission level (Can view or Can edit) and then select Copy link. This creates a URL (with the selected permission level) and copies it to your clipboard.

4. Paste the link to a company communication tool (Slack or email, for example) and send the link to Dynatrace users in your company with whom you want to share the document. Recipients will be able to use the link to open your document with the selected permission level.

Reset a shared link

To reset a share link (so no one can use it to access your document) and create a new link to distribute

1. Display the document whose sharing options you want to edit.
2. Select Share.
3. In the Share document window, select Edit share link settings in the upper-right corner.
4. In the Settings window, select the Link for editing or Link for viewing tab, depending on which link permission level you want to reset.
5. Select Reset to delete the link (so no one can use it to access your document) and automatically generate a new link for the selected permission level (View or Edit).
6. Select Done.

If you have previously shared a link for this permission level, the old link will no longer work. To share the dashboard again, follow the Share link procedure above and distribute the new link to people and groups who should now have access to your document.

Permissions

• When you create a document, you automatically have Can edit permission for it: you can do anything listed in the Can edit column of the permissions table below.

• When you share a document, whether using the Share access or Share link method, you designate whether people have Can view or Can edit permission for your document.

Permission	Can view	Can edit
View the document
Adjust the timeframe of the displayed data
Refresh the document
Adjust the automatic refresh rate
Adjust the filter settings
Maximize and minimize tiles
Copy one or more tiles to the clipboard
Save a copy of the document
Export the JSON definition of the document
Import the JSON definition of the document
Edit the document, including everything below
Share the document
Rename the document
Delete the document
Add, change, and delete data
Add, change, and delete code
Add, change, and delete markdown
Add, change, and delete variables/filters
Change the layout