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:
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.
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.
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|
|View dashboard on "All dashboards" list and the dashboard's details||
Only if I am set up as a viewer of the dashboard
|View dashboard on "My dashboards" list and the dashboard's details||
Only if I am set up as a viewer of the dashboard AND I have been assigned the dashboard
|Set up a user to be a viewer for a dashboard|
|Assign a dashboard to a user|
|Create a dashboard|
|Edit a dashboard (Add widgets, clone widgets, remove widgets, filter widgets)|
|Clone a dashboard|
|Delete a dashboard|