Dashboard Restrictions Based On Roles

Rachit Singh
Tera Contributor

‎04-04-2023 11:10 PM

Hi Team,

            I have a requirement where the client says that the users should be able to access the dashboard but they should not be able to open the records from there, it should be based on who have the certain privileged roles.

I have tried to share the dashboard with certain roles and then create some ACL for those reports which have the server records to block the "read" access for those users. The dashboard was accessing but the report was not reflecting at all, is there any solution for the same.

 

Thanks & Regards

Rachit

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Community Alums
Not applicable

‎04-05-2023 12:09 AM

Hi @Rachit Singh ,

have you tried using "Restrict to roles" functionality?

Restrict to roles is basically used for Security, whenever you are creating a dashboard you can define restriction to the particular dashboard by setting up security which role having the access to view/edit the dashboard.

For Ex:- when you are clicking on restrict to roles it will show you the slush bucket that contains the all available roles present, if you select admin and chat_admin, the created dashboard will visible for this users which are having this roles only.

Restricting access to a dashboard to specific roles is not the same as sharing the dashboard with those roles. You must first share the dashboard before you can restrict access to specified roles. The best practice, however, is to share with users, groups, and roles only in the Sharing panel. Restrict to roles is not recommended.

The Restrict to roles field is available only after responsive dashboards have been enabled. If responsive dashboards have been enabled and then disabled, the Restrict to roles field remains available but does not affect dashboard access.

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