Dashboard administration

[Tracy Davis]

When we upgraded to Jakarta, I suddenly lost the ability to see dashboards created by other users. I have PA Admin role but it seems to no longer be valid with Jakarta.

Does anyone know what role is needed to see and be able to manage all dashboards? Do I really need to use my sys admin acct to manage dashboards now? 

Part II of this question - my name changed a few months ago so I can't even manage my own dashboards (I had to login as sys admin and update my name on everything)

[Kevin Loenker]

Hello Tracy,

I can take a crack at part one since I had the same concern. It seems that in Jakarta, when dashboards became available to non-PA Premium accounts, that even for pa_admin dashboards that are not global and not created by yourself are not visible to you. When I spoke to my admin after discovering this he indicated it was OOB functionality and to be expected. So if it becomes a requirement for you to see everyone's dashboard you would need to make some customizations to your instance.

[Josh Cooper · Accepted solution]

As Kevin said, they made some changes to the way permissions were granted in Jakarta, with the idea that all users would begin migrating over to Dashboards from HomePages, but there's not a distinction in the system between true PA dashboards and the Dashboard that a user might make for himself to see his open tasks.

Unfortunately that means that instead of a PA Admin being able to help everyone with their dashboards, it all has to go through a ServiceNow admin.

The intended usage is that if you wanted to share a dashboard with all the PA Admins and allow them to edit, then you can hit the Sharing button on the right, add PA Admins, and then at the bottom there's a dropdown box that lets you choose "Can Edit".

Which can be cumbersome, particularly if you have a lot of dashboards.  

That said, the fastest way to return to the style of permissions that you had before, is to have a ServiceNow admin add a pair of new ACLs (Access Control Lists) to the pa_dashboards table, that allows read and update for pa_admin role, if that's the way your organization decides to go.

[Tracy Davis]

Thank you! I'll add the ACL's on this table and see if that does the trick.

[Josh Cooper]

No problem!  I'm glad I could help!