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Wysiwyg Dashboard Sharing, Passed, Passed, Passed, Passed, Passed, Passed,…
Wysiwyg Dashboard Sharing
General
The User can (simple) share a dashboard only if the user is the owner of that dashboard
should be able to share with another user regardless the receiver type or permissions of the system (Package, Dataroom ..etc)
Verify the message in case there are no allowed contacts to shard with.
Sender adds a widgets to previously shared dashboard. The receiver should not see the changes in the widgets
Dataroom / Data
Sharing dashboard with widgets pinned from one data room
Sharing dashboard with widgets pinned from multiple data rooms (Active mode is disabled).
Sharing dashboard with widgets pinned from multiple data rooms (Active mode is enabled).
The receiver should see the updated widgets in case of the dataroom got updated.
Inline Editing
Include / Exclude Funds
any other ways for updating the data
inline editing in cash flows
Navigating to the widget analysis page
should be allowed if the receiver has access to the dataroom
not allowed if the receiver has no access to the dataroom
The dataroom should not get shared with the dashboard.
Reciever Widgets/Dashboard Restrctions:
Not Allowed
Verify the receiver restricted options, actions, and functionalities (Not Allowed)
Hide GP summary
Show/ hide comments
Show/hide media
Pinning any Extra widgets to the shared dashboard
Options/Action per Widget
Options/Action per comment Widget
Options/Action per media file Widget
Change the dropdowns options inside the maximized widget
Dashboard options (normal share, simple share, publish and copy dashboard).
Allowed
Verify the receiver options, actions, and functionalities (Allowed)
Export layout
Reset Layout.
Save as default layout.
Resize and change layout of widgets.
Widget legends
Search in a widget with search bar
Click to view the widget information
The user can drill down through the widget - if it has the drill down option
Can use the dashboard three dots actions (pin, Tags, and delete)
Viewing the added footnotes will depends
The receiver should see the footnotes in case of the sender was showing them before sharing
The receiver should not see the footnotes in case of the sender was hiding them before sharing
Sharing V2: Confidential data / PIN
Sender has PIN, Sender PIN Enabled, Confidential data Checked, Receiver has PIN, Receiver PIN Enabled (Names)
Sender has PIN, Sender PIN Enabled, Confidential data Checked, Receiver has PIN, Receiver PIN Disabled (Names)
Sender has PIN, Sender PIN Enabled, Confidential data Checked, Receiver does not have PIN, Receiver PIN Disabled (Names)
Sender has PIN, Sender PIN Enabled, Confidential data Unchecked, Receiver does not have PIN, Receiver PIN Disabled (ID's)
Sender has PIN, Sender PIN Enabled, Confidential data Unchecked, Receiver has PIN, Receiver PIN Disabled ( ?? )
Sender has PIN, Sender PIN Enabled, Confidential data Unchecked, Receiver has PIN, Receiver PIN Enabled (Names)
Sender has PIN, Sender PIN Disabled, Confidential data Unchecked, Receiver does not have PIN, Receiver PIN Disabled (ID's)
Sender has PIN, Sender PIN Disabled, Confidential data Unchecked, Receiver has PIN, Receiver PIN Disabled ( ?? )
Sender has PIN, Sender PIN Disabled, Confidential data Unchecked, Receiver has PIN, Receiver PIN Enabled (Names)
Sender does not have PIN, Sender PIN Disabled, Confidential data Unchecked, Receiver does not have PIN, Receiver PIN Disabled (ID's)
Sender does not have PIN, Sender PIN Disabled, Confidential data Unchecked, Receiver has PIN, Receiver PIN Disabled ( ?? )
Sender does not have PIN, Sender PIN Disabled, Confidential data Unchecked, Receiver has PIN, Receiver PIN Enabled (Names)
Sharing V3: Sharing Filters, custom fields, calculated fields .. etc
WYSIWYG Permission
By default premium users has the permission. Free users don't.
It can be given from new admin to any user.
The User can (simple) share a dashboard only if permission is enabled for that user.
Handling filtered data
Verify the user should receive the data filtered after sharing dashboard with filtered data
can be
default filter
on the fly filter? what is it
apply normal filter while doing the action
custom / saved filter
-The receiver cannot apply filter on the dashboard data (default filter or saved filter)
The receiver should have no ability to determine whether the data got filtered or not
Benchmark
The receiver should be able to see a benchmark widget shared with him even without him having access to benchmark widgets
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Failed
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