Understanding Dashboard Sharing in OnePlan Overview

When creating or managing dashboards in OnePlan, it is important to understand how dashboard visibility works.

The key concept is:

A dashboard does not need to be shared with specific users to be visible. Dashboards be default are globally accessible unless specified as personal

This distinction can cause confusion when users expect to see a separate setting that explicitly makes a dashboard global or shared.

Global vs. Personal Dashboards

Shared / Global Dashboard

A dashboard that is not marked as Personal should be treated as a shared dashboard.

This means that when creating or reviewing a dashboard, you should not necessarily expect to find a separate Global designation.

Think of it this way:

Not Personal = Shared/Global

 

Personal Dashboard

A dashboard marked as Personal is intended for the individual user's use rather than general sharing.

Think of this setting as the exception to the normal sharing behavior:

Personal = Private to the user

Why This Can Be Confusing

Users may naturally expect dashboard sharing to work like this:

1. Create a dashboard.
2. Choose whether it is Personal or not
3. Select/search Users to make it available to others.

However, the important distinction is that Personal is the setting that restricts the dashboard.

So, if someone asks:

“How do I make this dashboard global?”

The first thing to check is whether the dashboard has been marked Personal.

If it has not been designated Personal, there may not be an additional step required to “make it global.”

Simple Example

Suppose you create a dashboard called Portfolio Status Dashboard.

Scenario 1: Personal is not selected

The dashboard is treated as a shared/global dashboard.

Scenario 2: Personal is selected

The dashboard is treated as your personal dashboard rather than one intended for broader sharing.

So the easiest way to remember the behavior is:

Shared is the default behavior. Personal is the restriction.

Troubleshooting Dashboard Visibility

If another user cannot see a dashboard, do not immediately assume the dashboard needs to be “shared” or converted to a global dashboard.

First check:

1. Is the dashboard marked as Personal?
2. Is the user looking in the correct OnePlan location where the dashboard is available?
3. Does the user's access allow them to reach the underlying area/content represented by the dashboard?

This helps separate an actual dashboard-sharing issue from a broader access or visibility issue.

Key Takeaway

The most important concept to remember is:

OnePlan dashboards should be considered shared/global unless they are specifically marked as Personal.

Therefore, when troubleshooting dashboard visibility, the Personal setting is the first thing to verify, rather than looking for a separate option to make the dashboard global.

Quick Reference