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:

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

Permissions for Different Roles

Permissions screen and options changes as per the role of the logged in user

1. Account:

   1. Account users can set access only for Account Admins and Account users

   2. Admins and Users will always have FULL access to dashboards created by Account Admins/Users except Private Dashboards.

Hierarchy for Roles and Permissions

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

Admins > Users > 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

• Customize permissions during the dashboard creation process.

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

Step 2: For an existing dashboard, click on the 3 dots

• 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

Step 3: Click on "Manage Permissions".

Step 4: Update Permissions

• Toggle Private Dashboard to keep the dashboard exclusively for yourself. Owners will get FULL access to all non-private dashboards.

• If you want to share the dashboard with other team members and roles, make sure the Private Dashboard toggle is off.

• Update the permissions as per the requirements.

Step 5: Save Your Changes

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