How to share dashboard with Contact accounts (Role: sn_customerservice.customer)

MM25
Kilo Guru

‎07-31-2023 04:12 AM - edited ‎07-31-2023 04:49 AM

Hi,

 

I want to share a custom dashboard with a report on incidents to the contact accounts (Users with sn_customerservice.customer and snc_external roles).

 

I have already shared the dashboard with these 2 roles but when I impersonate the customer account "dashboard" menu is not visible in the application navigator! I think I need to share this dashboard in another way

 

Can anyone please help with this? 

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Mohan raj
Mega Sage

‎07-31-2023 04:20 AM

Hi @MM25,

Try to add these two sn_customerservice.customer and snc_external roles to one group and share it via sharing option (it is Best Practice)

or 

add two roles to dashboard via sharing option

I have attached Screen shot, how to share the dashboard to group or roles or user 

Mohanraj_1-1690802368141.png

 

Mohanraj_0-1690802305572.png

 

If my response helps you to resolve the issue close the question by Accepting solution and hit thumb icon. From Correct answers others will get benefited in future.

Regards,
T Mohan.

 

 

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MM25
Kilo Guru
In response to Mohan raj

‎07-31-2023 04:33 AM

No, It did not. I know how to share the dashboard! But external users or contact accounts cannot see the dashboard in the application navigator! I don't think data from incident will be visible to them.

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Mohan raj
Mega Sage
In response to MM25

‎07-31-2023 04:44 AM

Hi @MM25,

Need to modify ACL accordingly

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