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]

Sorry, my mistake — it’s CSM, so the backend view won’t work. I think the only solution here is to configure an ACL.

[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.

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[sapnanagara]

It is a b2b portal. Our client wants to provide dashboards to thier customers as a value added service. 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. 

[Mark Manders]

Check this share project: https://developer.servicenow.com/connect.do#!/share/contents/8949624_platform_analytics_experience_i...

But do realize that a dashboard will only show the data that the user has access to. If you have a filter, the user needs access to the tables your are filtering from and to (at least have read rights to the fields). Graphs on tables (or filters on the graphs) that they don't have access to, will not be shown. Depending on your setup, you may need a lot of updates to your ACLs. Just because it's a report, doesn't mean that it's just there to view. 

And you may run into another issue when it's about downloading, but first check if the solution under the link works for you.

[sapnanagara]

Thank you.  I have gone through this. But for this solution as well we need to tweak a lot of ACLs as PAR dashboard is not accessible for external users.