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
- 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.
