How do I enable a Quiksight Dashboard and share credentials with a client?

How do I enable a Quiksight Dashboard and share credentials with a client?

⚡Quick answer

  1. “Enable Prime report.”
  2. “To enable the feature, raise the Jira ticket for tech support.”
  3. “Raise a Jira ticket for it and mention the client's email ID to whom the access should be shared.”
  4. After the dashboard is created, an email invitation will be sent. Client has to follow the activation steps outlined in the attached document.”

When should I use this guide?

Refer to this checklist whenever a customer asks for a new Quiksight Dashboard or cannot locate the activation email that contains their credentials.



1. Prerequisites 

• The Prime report feature must be part of the customer plan.

• Internal teams must have Jira access to raise tickets to Tech Support.

• Confirm the client’s email ID that will receive dashboard access.



2. Enable the Quiksight Dashboard 

Verbatim internal steps:

  1. “Enable Prime report.”
  2. “To enable the feature, raise the Jira ticket for tech support.”
  3. “Raise a Jira ticket for it and mention the client's email ID to whom the access should be shared.”


3. Client-side activation & credentials 

Once the dashboard is provisioned:

• “Once the QuickSight dashboard is created, an email invitation will be sent.”

• “Client has to follow the activation steps outlined in the attached document.”

Link: https://docs.google.com/document/d/1s_bg-VSHqEoY7A7CUJYzcBuHlI4tkxMwVAR1vYNzZhc/edit



4. Why might access fail?

• Jira ticket lacks the client Email ID → invite not sent.

• Prime report not enabled → dashboard cannot be generated.

• Client has not completed the activation steps in the Google Doc → login fails.

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