How to Manage Permissions for a Dashboard

TABLE OF CONTENTS

Introduction to Dashboard Permissions

Tailor your dashboard experience by setting custom permissions according to your preferences. Whether you prefer privacy or collaborative sharing, our platform allows you to customize permissions seamlessly. 

Dashboards offer the following levels of permissions:

Level Description
FULL Gives the person the ability to create, edit, share, and delete Dashboards
EDIT Gives the person the ability to edit a dashboard and the widgets. The person isn't able to delete the dashboard.
VIEW Gives the person read-only access to a Dashboard
ACCESS Restricts access to the dashboard entirely

Here are how different actions on dashboards work for different level of permissions.


FULL EDIT VIEW NO ACCESS PRIVATE DASHBOARD OWNER
Manage Permissions ✅ ❌ ❌ ❌ ❌ ✅
Delete Dashboard ✅ ❌ ❌ ❌ ❌ ✅
Set as Default Dashboard ✅ ❌ ❌ ❌ ❌ ✅
Edit Dashboard ✅ ✅ ❌ ❌ ❌ ✅
Clone Dashboard ✅ ✅ ❌ ❌ ❌ ✅
View Dashboard ✅

✅

 ✅ ❌ ❌ ✅

Note: Only Account Admin Roles with FULL access to a Dashboard are eligible to set it as a default dashboards.

Permissions for Different Roles

Permissions levels can be changed based on the role of the logged in user. You can set access permissions for Account Admins and Account users.

Hierarchy for Roles and Permissions

Dashboard Permissions within our platform follow a clear hierarchy to ensure smooth management of access levels:

Account Admins > Account Users

This hierarchy dictates that permissions for lower-level roles are automatically adjusted based on changes made to higher-level roles, and vice versa.

Example: Let's consider a scenario where both Account Users and Account Admins have EDIT permissions:

If the permission for Account Admins is modified to VIEW only, the permission for Account Users will also be automatically adjusted to VIEW.


This logic ensures that lower-level roles cannot possess higher access levels compared to higher-level roles, maintaining consistency and security across the platform.

How to Manage and Update Dashboard Permissions

Step 1: Setting Up Permissions While Creating a New Dashboard


Go to Dashboard > Click on the blue button with the dashboard icon on it > Select " + Add Dashboard"


You can name the dashboard then decide to make it private ( so only you can view and edit the dashboard, and no one else can ). Or you can choose to toggle OFF the "Private Dashboard" setting, so you can customize the permissions for other Admin level and User level team members on your account.


By default, new dashboards are set to Private. Click on the toggle to change the permissions for the dashboard.


Click on the "Confirm" button to save the permissions for the dashboard.

Step 2: How to Edit Permissions For Existing Dashboards

Navigate to the dashboard you want to manage > Click on the three dots located at the top right corner of the dashboard. 

Only Dashboard Owners and Users with FULL permission can manage and update dashboard permissions. If you do not see the 3 dots, then you do not have permission to edit the dashboard.

Step 3: Click on "Manage Permissions"


Step 4: Update Permissions

  • Toggle ON the Private Dashboard setting to keep the dashboard exclusively for yourself.
  • If you want to share the dashboard with other team members and roles, make sure that the Private Dashboard setting is toggled OFF.

  • Update the permissions as you like.

Step 5: Save Your Changes

  • Click on the "Save" button to apply the updated permissions.