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

[MM25]

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? 

[Mohan raj]

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 

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.

[MM25]

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.

[Mohan raj]

Hi @MM25,

Need to modify ACL accordingly