Dashboards permissions

Data can be sensitive, and you may wish to restrict who can access it. This article describes how to configure your collaborators' permissions so they see only the data that is meaningful to them.

View vs. Edit permission

There are two permissions that govern how staff members can interact with dashboards:

  • View
    This permission must be enabled to allow you to see the dashboards menu.
    You will only be able to view a specific dashboard if a user with the Edit permission has made you a viewer of the dashboard.
    You will only see a dashboard in "My dashboards" if a user with the Edit permission has assigned it to you.
  • Edit
    This permission allows you to see all dashboards in the "List dashboards" and "My dashboards" screens, as well as view each dashboard's details, edit it, assign it to other users, and allow other users to view it.

Note: Users with the "Accounts > Management Reports" permission get the "Dashboards > Edit" permission assigned by default when enabling the dashboards feature.

You can grant or revoke permissions under Settings > Staff/users > List staff. Learn more about permissions here.

Assigning users and viewers to dashboards

Users with the Edit permission can:

  • See all dashboards
  • Assign dashboards to other users
  • Allow users to view dashboards

To make a dashboard available for a user via their "My dashboards" list, you need to click the Edit button next to the dashboard then check the user's name in the "Assigned" field drop-down list.

The list of "Assigned" users contains all users, except the ones that do not have any dashboard permissions enabled at all.

If the selected user only has the View permission, you will also need to select them in the "Viewers" list. The "Viewers" list contains users that only have the View permission. 

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Actions depending on assigned permissions

The following table describes what specific actions users are able to take depending on the permissions they have enabled.

Action Dashboards > Edit

Dashboards > View

No permissions on dashboards
View dashboard menu icon  15-512.png 15-512.png   19-512.png
View dashboard on "All dashboards" list and the dashboard's details  15-512.png 

 15-512.png 

Only if I am set up as a viewer of the dashboard

 19-512.png
View dashboard on "My dashboards" list and the dashboard's details  15-512.png 

15-512.png

Only if I am set up as a viewer of the dashboard AND I have been assigned the dashboard

19-512.png
Set up a user to be a viewer for a dashboard 15-512.png  19-512.png 19-512.png
Assign a dashboard to a user 15-512.png  19-512.png  19-512.png
Create a dashboard 15-512.png  19-512.png 19-512.png
Edit a dashboard (Add widgets, clone widgets, remove widgets, filter widgets) 15-512.png  19-512.png 19-512.png
Clone a dashboard 15-512.png  19-512.png 19-512.png
Delete a dashboard 15-512.png  19-512.png 19-512.png

 

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