Enable External Users to access Dashboards from Portal

[sapnanagara]

Hi Experts,

We have a requirement of showing dashboards with interactive filters in Customer Service portal for Customers with ‘snc_external’ role.

We cannot use iFrames and use the dashboard link in portal as we get ‘403: You do not have permission to access this page’ error. 

I went through this External Access to Experience Pages with PAR Dashboards . But this involves a lot of OOB ACL changes for which we will not get approvals from our platform maintainance team. 

Is there any way to achieve this without changing ACLs? 

Is there any alternative approach to achieve this ?

Thanks,

Sapna B N 

[Dr Atul G- LNG]

Hi @sapnanagara 

What is the use case for sharing a dashboard with customers? It is not recommended. If you want to restrict access, using ACLs is the only appropriate way.

https://www.servicenow.com/community/platform-analytics-forum/how-to-give-users-with-only-snc-extern...

[sapnanagara]

Our requirement is Customers and Customer Admins should be able to see dashboard from the portal which contains bar graph, pie chart and able to export them in any JPEG/ PDF format.

In the dashboard we want to display the cases created for the customers across thier accounts and contracts. If they have preventive maintenance kind of contracts, then how many cases were logged for them and what is the breakdown by status. They want for both parent level account as well as the child accounts.  And for Contracts, how many are active, the ones nearing expiry etc. 

[Ankur Bawiskar]

@sapnanagara 

that's correct, you need to play with lot of ACLs to handle this requirement.

I won't recommend this requirement.

Why would external user wish to see dashboard and reports?

Dashboard and reports makes sense to agents working on Case, Incidents etc to keep track of metrics and to see their work/tasks etc.

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