User is not able to edit a dashboard even though the access. Is provided to edit by the supervisor

Hi Team,

 

  1. Supervisor provides access. To a user to read and edit already exiting dashboard tab
  2. But as soon as the user logs in, he is able to view the dashboard but has no option to edit it as the edit button is disabled?

 

Question : is there a way for the user to edit the dashboard post the access is provided to edit it ?

 

Regards,

Mayan

Like 0

Like

4 comments

Hello Amritha, 

 

Such situation can occur if this user does not have access to dashboards editing. To grant him access, double-check the operation permissions for Analytics setup and Dashboard object permissions (both operation & record) as well. It should resolve the issue.  

 

Best regards, 
Anastasiia

Thanks Anastasiia,

 

But, we don't want to give the complete Dashboard access to the a user/role. If we do add the user/role in operation permissions for Analytics setup and Dashboard object permissions (both operation & record). By default the user/role will have access to all the tabs present in the Dashboard.

 

We want to restrict a user/role to a certain tab only not to add and then remove access from the remaining tab

 

Or create a new Dashboard based on the roles/users.

 

Is there a way in general Dashboard, i create a tab/use the old tab as shown in the above screenshot and give access to a user and when the user logs in can view/edit only that tab not the rest of the tabs?

 

Regards,

Mayan

Amritha Mayan Gorky,

Hello, 

 

By a default the Dashboard object permissions are set as on the attached screenshot: 

 

So this way All employees can edit all the dashboards and it will be enough to "Set up the access rights" for a specific dashboard to prevent All employees from editing this dashboard or grand Edit permission for a specific user.  

 

However, in case the operation permissions will be removed (not granted for a specific user/role) the user will not be able to Edit the dashboard even if he is added to  "Set us access rights" of a specific dashboard. 

I would advise you to set the Dashboard object permissions as mentioned and in case you need to restrict access to the dashboard for a specific role/user simply configure the "Set up the access rights" for a specific dashboard. 

Best regards, 
Anastasiia

Thanks Anastasiia. This works perfect !

Show all comments