minimum license/role required to access dashboards with data

[AmitS6273868136]

Hi All,

I would like to understand the minimum license type or role required to access dashboards in ServiceNow. Additionally, is there a way for users without a write license to view dashboards along with the underlying data?

[Tanushree Maiti]

Hi @AmitS6273868136 

Report_view ACLs govern the visualization of that data. 

Refer: Report_view access control 

 non ITIL users can view the reports/dashbaord using  report_user role. 

A user with an ITSM entitlement is typically called a fulfiller (ITIL role) can can see all that data in reports or dashboards.  ServiceNow does offer a Business Stakeholder role.

 Users with the Business Stakeholder role can view all ITSM data, so they could run reports and view dashboards.  (paid one)

Refer: License to view dashboards 

[Ankur Bawiskar]

@AmitS6273868136 

My thoughts

-> No specific license required to view dashboards; basic roles should be sufficient, Viewing needs sharing + data ACLs, not premium licenses

-> ensure report_view ACLs on source tables grant read access

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

[Mark Manders]

You need no roles to view dashboards. You need read roles for the data of the reports that are on them (and of course access to the backend to view a dashboard).

So if you have end users that need to see certain data and they can't get passed the portal, you will need to create a report/dashboard page on the portal for them. But they will still need read access to the data you are showing. 
An 'incident_read' role (combined with 'report_view' ACL) will allow for any user to see the Incident data. It depends on your ServiceNow contract how this role is licensed.

Be aware: any filtering on the report related to references/fields will also need read access to those tables/fields. If, for instance, you want to show all incidents with 'category = hardware' and you have ACLs that only allow ITIL users to see read the category field, your end user won't see anything on the report. And if you want to show all 'servicedesk' assigned incidents, they need read rights to the sys_user_group table.