ServiceNow Roles and what it is used for. For e.g. how many approver license we have.

Fathima1
Mega Guru

We are an education school board organization looking to create a CMDB dashboard for each school and give access to its principal to see their dashboard with all their assets (like Chromebooks, PC, Laptop, Printers, WAP). The challenge that we have is the dashboard is ready to use and applied dynamic filters to show only their pertaining schools. In order to give them access to view only their dashboard what role is required in ServiceNow. They now have access to log their tickets through Service Portal respond to their tickets, search for KB articles. Is that role good enough to give them access to view Dashboards or is there any specific role they need to have in order to view the dashboard, please advise. 

2 ACCEPTED SOLUTIONS

jonsan09
Giga Sage
Giga Sage

When sharing dashboards there are three access levels to take into account to whether a user/group/role has access to view the dashboard and contents.

  1. Access to the dashboard itself
  2. Access to the report(s)/widget(s) in the dashboard
  3. The underlying data/table the report(s)/widget(s) are built off.

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Ryan S
Kilo Sage

Hi Fathima,

They'll need a business stakeholder license. The only other way to provide access to the information is by outputting it from the system, such as via a scheduled report. That of course is far from ideal.

Anyone without a license is considered just a requestor and of course is "free" but they can only see their own data (assets assigned to themselves, tickets they opened or were opened on their behalf).

View solution in original post

3 REPLIES 3

Danish Bhairag2
Tera Sage
Tera Sage

Hi @Fathima1 ,

 

There is no seperate role requires for viewing dashboard.

With the current roles they will be able to see the dashboard condition being the dashboard is shared with those respective users.

 

Also they need to have read access on those tables from where the data is being displayed on dashboard for eg cmdb table.

 

Else even if th dashboard is shared with them they will not be able to see any data within it.

 

You can actually impersonate them n check after providing necessary roles n sharing dashboard wether the dashboard is visible for them or not.

 

Thanks,

Danish

 

jonsan09
Giga Sage
Giga Sage

When sharing dashboards there are three access levels to take into account to whether a user/group/role has access to view the dashboard and contents.

  1. Access to the dashboard itself
  2. Access to the report(s)/widget(s) in the dashboard
  3. The underlying data/table the report(s)/widget(s) are built off.

Ryan S
Kilo Sage

Hi Fathima,

They'll need a business stakeholder license. The only other way to provide access to the information is by outputting it from the system, such as via a scheduled report. That of course is far from ideal.

Anyone without a license is considered just a requestor and of course is "free" but they can only see their own data (assets assigned to themselves, tickets they opened or were opened on their behalf).