NB: Only Admins can publish content to or remove content from Portals. If you cannot see the features below, please contact your system Admin.
Publishing Content to a Portal
By default, any new report, dashboard or KPI list is unpublished. This means that only Admin users can see the content. This is useful if the content is still a work-in-progress or not relevant any longer for the business.
When the content is ready to be shared:-
1. Find the piece of content and click on the name to open.
2. In the top right hand corner, select Publish. This will open up the publishing modal.
3. Select the portal (s) to which the content should be published and click Publish.
4. The content will be instantly visible to anyone with access to those Portals.
Removing Content from a Portal
If content was shared in error, or is no longer relevant in a Portal, it can be removed.
1. Find the piece of content and click on the name to open.
2. In the top right hand corner, click Share. You will then see the option to Manage Access.
4. In the Manage Access pop-up, you can click to remove the piece of content in any/all portals. This will instantly remove the content. If the content is visible in a workspace, this will not be affected - you will need to remove the content from the workspace also.
