Portfolios, projects, assets, filters, reports, and dashboards use profile-based permissions. Before you can add users to these entity teams, you must have at least one permissions profile with a Team rule. See Creating Permission Profiles for information about creating profiles.
Note that reports, dashboards, and filters refer to permissions as "visibility" and "sharing".
For reports/dashboards/filters, navigate to the report/dashboard, open it for editing and click the Visibility tab.
The Add New Team Member modal will appear. When User is selected, the modal provides additional information about the users - such as the user type, the role, and the current unit membership.
Note: You can use the radio buttons at the top of the modal to filter members by groups or by units. For example:
If you are adding a multiple users, then each user will get the same permissions. If you want each user to have a different permission, you have to add them one at a time. Alternatively, you can configure the permissions on the entity's Team page after you dismiss this dialog.
You can change team member profiles after they have been added to the entity team.
For reports/dashboards/filters, navigate to the report/dashboard/filter, open it for editing and click the Visibility tab.
For reports/dashboards/filters, navigate to the report/dashboard/filter, open it for editing and click the Visibility tab.