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Restrict responsive dashboard access to specific roles

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Restrict responsive dashboard access to specific roles

Specify additional roles required to access the dashboard when you share a dashboard with specified users, groups, and roles. To access the dashboard, it must be shared with the user and the user must have one of the specified roles.

Before you begin

Role required: pa_admin, pa_power_user, admin, or be the dashboard owner. Other users who edit the dashboard can see this field but cannot modify it.
Note: Restricting access to a dashboard to specific roles is not the same as sharing the dashboard with those roles. You must share the dashboard before you can restrict access to specified roles. The best practice, however, is to use the Share panel to share with users, groups, and roles. Restrict to roles is not recommended.

The Restrict to roles field is available only after responsive dashboards have been enabled. If responsive dashboards have been enabled and then disabled, the Restrict to roles field remains available but does not affect dashboard access.

About this task

When dashboards are migrated between releases, this field is automatically populated with the pa_viewer and pa_contributor roles to ensure that only users who could access the dashboard before migration can access it afterward.

Procedure

  1. Navigate to the dashboard to restrict to specific roles.
  2. Click the context menu (The context menu icon) and select Dashboard properties.
  3. In the Restrict to roles field, specify the additional roles required to access the dashboard.
    Users with any of the specified roles can access the dashboard only if it has been shared with them first from the Share panel. For more information, see .

Result

Only users with the restricted role are able to view the dashboard. A message on the Sharing panel indicates which roles have access. Click the roles in this message to view the properties of the dashboard.

Restricted roles message in the Sharing panel

Note: The ability of users to share responsive dashboards may be limited by the administrator. For more information, see Responsive dashboard properties.
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