Dashboard Access Control (Agency)

Dashboards are essential tools for monitoring performance and guiding decisions. To improve user experience and security, our platform offers advanced, customizable permissions for dashboards. These controls provide users with the flexibility to define who can view, modify, and manage dashboards, ensuring an experience tailored to their specific needs—whether for individual privacy or collaborative teamwork.

Available Permission Levels:

• FULL: Grants complete control, including creating, editing, sharing, and deleting dashboards.

• EDIT: Allows for editing dashboard content and widgets, but restricts deletion.

• VIEW: Provides read-only access, preventing any modifications.

• NO ACCESS: Completely restricts dashboard access.

How to Manage Permissions

Setting Permissions on New Dashboards:

• Customize Permissions: When creating a new dashboard, select the desired permission settings.

• Enable Private Dashboard: If the dashboard needs to be private, simply toggle the privacy setting. 

Modifying Permissions on Existing Dashboards:

1. Access the Dashboard:

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

   • Select "Manage Permissions" to modify the current settings. 

2. Adjust Permissions:

   • Toggle the Private Dashboard option if necessary.

   • Assign the appropriate permission level to each user. 

3. Save Your Changes:

   • Click "Save" to confirm and apply the new permissions. 

Permission Levels Overview: This table provides a summary of what each permission level allows you to do on dashboards. 

Importance of Customized Permissions

• Enhanced Privacy and Collaboration: Fine-tune permissions to match your requirements, ensuring proper access for everyone involved.

• Increased Security: Protect sensitive information by restricting access to authorized individuals only.

• Optimized Workflow: Assign the right access levels to team members, promoting efficiency and effective collaboration.

Frequently Asked Questions

• Q: How do I set permissions when creating a new dashboard?
  A: During the creation process, you'll be prompted to set permissions. You can also toggle the Private Dashboard option if privacy is needed.

• Q: Can I change permissions on an existing dashboard?
  A: Yes, by clicking on the three dots at the top right corner and selecting "Manage Permissions."

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

• Q: How does the role hierarchy impact permissions?
  A: Permissions are adjusted according to the role hierarchy, ensuring lower-level roles don’t have higher access levels than superior roles.

Troubleshooting Tips

• Problem: Permission changes aren't saving.
  Solution: Ensure you clicked "Save" after making adjustments. If the issue continues, refresh the page and reapply the permissions.

• Problem: Users can't access a dashboard despite being given permissions.
  Solution: Verify that the correct permission level is assigned and check if the dashboard is set to private. Adjust as needed.

These advanced permission controls empower you to manage your dashboard access effectively, fostering a secure, collaborative environment for your team.