Embed a Sigma Workbook in Your Portal

Initiate the Embed Creation

1. From the MyReportPortal homepage, click the Add embed button. Alternative: Navigate to the left sidebar menu, look under the Content section, select Embeds, and click the + Add Embed button in the top-right corner.
2. In the Create Embed modal, enter a Name for the embed configuration (e.g., Test Embed).

Select the Sigma Workbook and Content Scope

1. Click into the Workbook search field.
2. Begin typing the name of the desired workbook to filter your available options, then select the correct workbook from the dropdown menu (e.g., Plug Electronics: Individual Customer Sales).
3. Under the What do you want to embed? option, select whether you want to embed a specific page or the Entire Workbook.

Configure Target Audiences (Embed Teams)

1. Click into the Embed Teams field to select which user groups should have access to this report.
2. Choose one or multiple existing embed teams from the dropdown menu (e.g., Corporate Customers).
3. Optional (Create a Group on the Fly): If the group you need doesn’t exist, click the + New group button, enter a name (e.g., Test Group), and click Create to instantly add and assign it.
4. Click the Create Embed button at the bottom of the modal to finalize your settings.

Preview and Validate Permissions

1. Click the Preview Portal button in the top-right corner of the dashboard to see the live portal view.
2. From the portal’s navigation menu, select your newly created embed link (e.g., Test Embed).
3. To ensure that your audience restrictions are working correctly, locate the impersonation tool at the bottom-left corner, search for a specific embed user (e.g., Rosa Newton), and select them.
4. Verify that the restricted dashboards and relevant data render properly for that specific embed user profile.