Dashboard Access Control

Dashboards serve as vital tools for tracking performance and making informed decisions. To improve user experience and security, the platform offers advanced, customizable permissions for dashboard access, allowing greater control over who can view, modify, and manage dashboards. This functionality enables users to tailor their dashboard settings to meet their specific needs, whether prioritizing privacy or facilitating collaborative efforts.

Permission Levels Explained

There are four distinct levels of dashboard permissions available:

1. FULL ACCESS: Users with this level can create, edit, share, and delete dashboards.

2. EDIT ACCESS: This level allows users to modify the dashboard and its widgets but does not permit deletion.

3. VIEW ACCESS: Users can only view the dashboard without making any changes.

4. NO ACCESS: Users are entirely restricted from viewing or interacting with the dashboard.

How to Manage Dashboard Permissions

Setting Permissions for New Dashboards

When creating a new dashboard, you can specify the desired permissions:

1. Customize During Creation: Set the appropriate permissions as part of the dashboard creation process.

2. Enable Private Mode: If you require a private dashboard, toggle the private setting.

Adjusting Permissions for Existing Dashboards

To manage permissions on an existing dashboard:

1. Access the Dashboard:

   • Click on the three dots located in the upper right corner of the dashboard.

   • Select "Manage Permissions" from the dropdown menu. 

2. Update Permissions:

   • Toggle the private setting if necessary.

   • Assign the appropriate permission level to each user. 

3. Save Your Changes:

   • Click "Save" to apply the updates. 

Why These Permissions Matter

• Personalized Access Control: Tailor access permissions to fit your specific requirements, ensuring that only authorized users have the appropriate level of access.

• Enhanced Security: Restrict access to sensitive information by setting precise permissions.

• Optimized Collaboration: Facilitate team collaboration by granting the right access levels, improving workflow efficiency.

Frequently Asked Questions

Q: How do I assign permissions when creating a dashboard?
A: During the dashboard creation process, you'll have the option to set permissions. You can also toggle the private option if necessary.

Q: Can I modify permissions for an existing dashboard?
A: Yes, you can update permissions by clicking the three dots in the dashboard's top right corner and selecting "Manage Permissions."

Q: What permission levels are available?
A: The available levels are FULL ACCESS (create, edit, share, delete), EDIT ACCESS (edit only), VIEW ACCESS (read-only), and NO ACCESS (no access).

Q: How does role hierarchy influence permissions?
A: The system automatically adjusts permissions based on role hierarchy, ensuring that lower-level roles do not have higher access privileges than upper-level roles.

Troubleshooting Common Issues

• Issue: Unable to modify dashboard permissions.
  Solution: Ensure you have sufficient privileges to manage the dashboard. Check if role hierarchy constraints are affecting your ability to update permissions.

• Issue: Changes to permissions are not being saved.
  Solution: Confirm that you clicked "Save" after making adjustments. If the issue persists, refresh the page and try again.

• Issue: Users are unable to access a dashboard despite having permissions.
  Solution: Verify that the correct permission level has been assigned. Also, check if the dashboard is set to private and adjust the settings if needed.

These advanced permission features empower you to manage your dashboard settings effectively, ensuring a secure, customized, and collaborative experience for all users.