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Edit option not available for user despite Report admin and pa power user roles in Dashboard

siddhisharm
Tera Contributor

I assigned the report admin and pa power user roles to a user. However, user still doesn't see the edit option for dashboard

2 REPLIES 2

Mark Manders
Mega Patron

What dashboard? Is it the legacy dashboard or PAE?

And does the user have the right dashboard permissions? Just granting the role to edit dashboards, allows you to do so ONLY IF the dashboard is shared with edit rights.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Community Alums
Not applicable

Hi @siddhisharm,

Assigning the report_admin and pa_power_user roles provides certain reporting and Performance Analytics capabilities, but they do not automatically grant editing access to all dashboards.

To edit a dashboard, one of the following conditions must be met:

  1. You are the creator of the dashboard, or

  2. The dashboard has been explicitly shared with you with edit permissions by its owner.

Additionally:

  • To have full control over all dashboards including the ability to create, edit, duplicate, share, and delete any dashboard, you'll need the dashboard_admin role. This applies to both Platform Analytics and responsive dashboards.

  • If you’re working with technical dashboards (built using UI Builder), the user also requires the ui_builder_admin role.

You can find more details in the official documentation here: Platform Analytics roles

 

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.