The Reports & Dashboards restrictions

[sri001]

How to restrict Reports & Dashboards related to ER  to all the users except the ER managers.

[AndersBGS · Accepted solution]

Hi @sri001 ,

Just only share reports and dashboards with ER Managers. You can also restrict access from dashboard properties and automated indicators:

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

Best regards

Anders

[AndersBGS · Accepted solution]

Hi @sri001 ,

Just only share reports and dashboards with ER Managers. You can also restrict access from dashboard properties and automated indicators:

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

Best regards

Anders

[Simran Gadodiya · Accepted solution]

Hi @sri001 

Hope this helps you.

1. Navigate to the dashboard to restrict to specific roles.
2. Click the context menu (  and select Dashboard properties
3. In the Restrict to roles field, specify the additional roles required to access the dashboard.
   Users with any of the specified roles can access the dashboard only if it has been shared with them first from the Share panel.

Result

Only users with the restricted role are able to view the dashboard. A message on the Sharing panel indicates which roles have access. Click the roles in this message to view the properties of the dashboard.

Thank You

Mark this as helpful and correct if this helps you.