How to give customer role access to Platform Analytics dashboards?

SNOW_22
Tera Contributor

4 hours ago

We are trying to allow users with the customer role to view Platform Analytics reports and dashboards.
So far, we have tried the following:

  • Added roles such as pa_viewer, dashboard_admin, and report_user to the customer.

  • Updated ACLs to give read access for the customer role on the dashboards.

  • Shared reports with the customer role.

However, the user still cannot see the Platform Analytics application or access the dashboards.

Has anyone successfully configured Platform Analytics access for users with the customer role? Is there a specific role or configuration we are missing?

 

0 Helpfuls
  • 46 Views
1 REPLY 1

M Iftikhar
Mega Sage

21m ago

HI @SNOW_22, 

 

By default, external users cannot access UI pages, application modules, or data tables unless explicitly allowed by specific ACLs designed for the snc_external role. Therefore, simply adding internal roles like pa_viewer or dashboard_admin is often insufficient, as the foundational restrictions of the snc_external role can override these permissions. So first check the roles you're assigning are inherited by snc_external or some other roles?

 

You can follow given guide on how to check inheritance of the roles:

https://noderegister.service-now.com/kb?id=kb_article_view&sysparm_article=KB0965712 

 

Now let's talk about the solution, the recommended approach is not to grant direct platform access but to share analytics through a dedicated portal or an experience page built with UI Builder, which can be configured to securely expose specific reports and dashboards to an external audience.

Sources. 
 
Hope this helps!
 
Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution and helpful so others can benefit as well.