How to manage permissions for a dashboard

Modified on: Wed, 1 May, 2024 at 8:16 AM

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	✅	✅	✅	❌	❌	✅
Duplicate to another Sub-Account (Only Agency Level)	✅	✅	✅	❌	❌	✅

Note: 
- Only Account Admin or Agency Roles with FULL access to a Dashboard are eligible to set it as a default dashboards.
- Duplicate to another Sub-Account is only accessible to Agency Roles.

Permissions for Different Roles

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

Agency:
1. Agency Admins will always have FULL access to all dashboards expect Private Dashboards.
2. Agency can set access and permissions rules for Agency Users, Account Admins and Account Users
Account:
1. Account users can set access only for Account Admins and Account users
2. Agency Admins and Agency 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:

Agency Admins > Agency 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. For detailed instructions on creating a new dashboard, refer here
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. Agency Admins will get FULL access to all non private dashboards.
If you want to share the dashboard with other team members and roles, make sure that the Private Dashboard toggle is off
Update the permissions as per the requirement

Step 5: Save Your Changes

Click on "Save" to apply the updated permissions.

Wondering which plan unlocks the customizable multiple Dashboards?

It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature.