Show more information in the Share Dashboard window

task australia Updated Sep 10, 2026 1 min read share-db-ref-qualifiers-more-info.md
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Clarify users, groups, and roles in the Share Dashboard window so users can share with the right audience.

Before you begin

Role required: admin

Reference qualifiers enable you to show more information when you search for users, groups and roles to share a dashboard with. For example, can add the email address and role to the user, so you can distinguish Jo User in support from Jo User in sales.

Note: If you're in the wrong application, select the link to edit the record.

[Omitted image "app-mismatch-msg-sched-export.png"] Alt text: Mismatched application message with link to edit the record

For more information on reference qualifier funcationality, see Reference qualifiers.

Procedure

  1. Navigate to par_dashboard_permission_list.do to open the PAR Dashboard Permissions table.

  2. Right-click in the column header row and select Configure > Dictionary.

    [Omitted image "ref-qual-config-dictionary.png"] Alt text: Menu path from table header to Configure > Dictionary

  3. Open the dictionary entry for the User permission.

    [Omitted image "ref-qual-dictionary-user.png"] Alt text: Dictionary entries table with the User permission highlighted

  4. Select the Preview User button [Omitted image "InfoIcon.png"] Alt text: info buttonnext to User on the Columns tab to open the its dictionary entry.

  5. On the Attributes tab, create the attribute for Reference auto completer columns with the value name;email;department and select Save.

Result

When you share a dashboard or data visualization, users with similar names are distinguished by email address and department.

[Omitted image "ref-qual-in-action.png"] Alt text: Dashboard sharing modal showing three employees with the same name but different email addresses. Two are in the same department but their email addresses distinguish them as well.

Parent Topic:Share a Platform Analytics dashboard

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