Problem: Report Creators requiring ITIL to view their reports
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3 weeks ago
We have an ongoing issue where users who can build and share reports and Dashboards are really great at building such, but really dont have a handle on proper ways to share such.
Many times, the creators share to ITIL role, thinking they will be sharing to a big audience.
I'm tired of trying to 'spread the word' - "DONT DO THIS".
So as Platform Admin, I would like a way to block all users, except admin, from sharing a report or dashboard and requiring ITIL to view it. (IE, I want to remove ITIL role from the list of sharing mechanisms at their disposal)
Any help appreciated.
V/R
StacyLen
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3 weeks ago - last edited 3 weeks ago
Hi @StacyWhetzell ,
For Dashboard, follow it-
- Navigate to the dashboard to restrict to specific roles.
- Click the context menu open Dashboard properties
- In the Restrict to roles field, specify the additional roles required to access the dashboard.
For Report: Using BR , you can validate role and restrict to publish the report.
