Folder Manager
Ditch one-by-one updates - manage folder ownership, update dashboard ownership and permissions, and republish dashboards in bulk. Folder Manager lets you update permissions, transfer ownership, and republish dashboards in just a few clicks, keeping everything up to date without extra work.
Release Notes for Folder Manager can be found here.
Installation and configuration
The Folder Manager plugin can be installed by an Admin, following the directions in Installing QBeeQ Plugins.
Operating system and version support:
- Linux - Latest
- Windows - Latest
Bulk Folder Actions
Admins and Folder Owners can change the ownership of folders or sub-folders. Performing this action will change the ownership of the selected folder(s) and any sub-folders, but does not affect the ownership or permissions of the dashboard(s) within those folders.
Role | Permission |
Admin | Can change ownership for any folder |
Folder Owner | Can change ownership of folders they own |
To perform bulk folder actions, you must have at least 1 folder set up. The folder does not require a dashboard. Read more about organizing Sisense dashboards into folders.
Folder Owner
The Folder Owner is not a traditional Sisense user role and is a construct strictly for managing the organization of dashboards. To locate the owner of a folder or sub-folder, hover over the folder name in the left-navigation to view the tooltip with the owner and other information.
Changing ownership of folders and sub-folders
To change the ownership of a folder(s) or sub-folder(s):
The share icon is only visible for Admin users and Folder Owners.
- Use the left navigation panel to select at least one folder or subfolder. Selecting a subfolder will automatically select the parent folder.
- Click the Change Ownership icon at the bottom of the left navigation panel
- Type the name or email address of the new owner
Folders and sub-folders are limited to a single owner. User groups are not supported.
- Click the Save button
- Confirm the change in a pop-up, which lists the affected folders, and the page will automatically refresh
Bulk Dashboard Actions
Admins and Dashboard Owners can change the permissions (Viewer or Designer) as well as the Dashboard ownership and co-ownership. Performing these actions will affect the selected dashboards but not affect the ownership of the folders that the dashboards may be in.
Role | Permission |
Admin | Can perform bulk dashboard actions for any dashboard |
Dashboard Owner | Can perform bulk dashboard actions for only dashboards that they own |
Dashboard Co-owner | Can perform bulk dashboard actions for only dashboards that they co-own |
The ability to assign or change the co-owner of a dashboard is dependent on the Sisense version and whether the co-ownership feature is enabled. Read more about Sisense dashboard co-ownership.
Changing dashboard permissions
To change the permissions of a dashboard(s):
- Use the left navigation panel to select at least one dashboard
- Click the Share (Permissions) icon at the bottom of the left navigation panel
- Change the permissions for all the selected dashboards, including:
- Add or remove users or user groups
- Change the permissions of individual users or user groups
- Can View
- Can Design
- Change the ownership or co-ownership
- Click the Save button
Republish dashboards
Folder Manager can be used to republish the dashboard with or without changes to the permissions. To republish one or more dashboards:
- Use the left navigation panel to select at least one dashboard
- Click the Share icon at the bottom of the left navigation panel
- Change permissions (optional)
- Check the Republish selected dashboards
- Click the Save button
