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Dashboard permissions

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Dashboard permissions

Dashboards have special granular view and edit permissions that are managed from the Sharing pane. Access control lists (ACLs) apply to most widgets that are added to dashboards.

  • Users with any role can create dashboards, share dashboards that they own with users and groups, and edit dashboards if they have been given edit permissions. Users with any role can restrict access by role to any dashboard that they have created. The user also needs whatever roles are necessary to access the specific data on the dashboards.
  • Users without a role can view dashboards that have been shared with them, but cannot create or edit dashboards.
  • Users with pa_admin and pa_power_user roles can manage users, groups, and roles on any dashboard that they can edit.
  • Users with the dashboard_admin or admin role can edit and manage users, groups, and roles for any dashboard. Admin and dashboard_admin users can also change a dashboard owner at any time.
  • Only a dashboard owner and users with the dashboard_admin or admin role can delete that dashboard.
  • The ability of users to share responsive dashboards may be limited by the administrator. For more information, see Responsive dashboard properties.
Note: The columns Visible to, Groups, Users, and Requires Roles only apply to non-responsive dashboards. The values in these columns do not apply to responsive dashboards.

Widget ACLs apply when that widget is added to dashboards (except for Performance Analytics widgets). If a user can view a dashboard but does not have ACLs to view one of its widgets, an empty widget placeholder is displayed. ACLs do not apply to data visualizations that aggregate data, such as pie or bar reports. ACLs always apply to list data that is displayed in widgets. Rows in a list that a user does not have access to are not displayed.

Note: ACLs are not applied to Performance Analytics widgets that are added to dashboards. Any user who can view a dashboard can view all its Performance Analytics widgets. Performance Analytics widgets can only be added to dashboards by users with the pa_power_user, pa_admin, and admin roles.

The Restrict to role field on the dashboard properties form and dashboard group permissions may have an impact on dashboard permissions. The dashboard owner, and users with pa_power _user, pa_admin, or admin roles can change dashboard properties. Users with the pa_power_user, pa_admin, and admin roles can change dashboard group permissions.

For example, when you add a pie report widget with 36 records to a dashboard, users who can access to that dashboard and that report can view the report of all 36 records. However, if a user drills down into the list view for that widget, only the records the user is allowed to access are visible.