Domain separation and responsive dashboards

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Domain Separation and Responsive Dashboards

    Domain separation in ServiceNow enhances dashboard creation and administration, allowing for the logical grouping of data, processes, and administrative tasks into distinct domains. This feature controls user access and visibility of data, ensuring that only authorized users can view or modify specific dashboards. To activate domain separation, a request must be made for the domain separation plugin.

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    Key Features

    • Visibility and Access Control: Only shared dashboards are visible to users, and users can only edit dashboards within their own domain.
    • Data Governance: Widget content on dashboards is restricted based on the domain of the content, ensuring segregation of information between domains.
    • Global Dashboards: Dashboards defined at the global level are accessible to all users with whom they are shared, while dashboards in specific domains are not visible across other domains.
    • Read-Only Access for Child Domains: Users in child domains have read-only access to dashboards in parent domains and cannot overwrite them.

    Key Outcomes

    Implementing domain separation allows ServiceNow customers to efficiently manage and secure data across different user groups. Users can expect clear visibility of shared dashboards according to their domain, while administrators must ensure they are editing dashboards in the correct domain to maintain data integrity and visibility for users. Proper configuration and understanding of domain separation will facilitate smoother operations and better data management across multiple service provider customers within a single instance.

    Domain separation is supported in dashboard creation and administration. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

    Support level: Standard

    • Includes all aspects of Basic level support.
    • Application properties are domain-aware as needed.
    • Business logic: The service provider (SP) creates or modifies processes per customer. The use cases reflect proper use of the application by multiple SP customers in a single instance.
    • The instance owner must configure the minimum viable product (MVP) business logic and data parameters per tenant as expected for the specific application.

    Sample use case: An admin must be able to make comments required when a record closes for one tenant, but not for another.

    For more information on support levels, see Application support for domain separation.

    Overview of domain separation

    To activate the domain separation plugin, see Request domain separation.

    Important:
    For users in child domains to view dashboards in parent domains, both domain separation and delegated administration must be enabled.

    Users in child domains cannot overwrite dashboards. Child domain users only have read access to dashboards.

    How domain separation works in Dashboards

    Assumptions:
    • Only dashboards that have been shared are visible to other users. See Share a responsive dashboard.
    • Users granted edit permissions on a dashboard can only edit that dashboard if they are in the same domain as the dashboard. For example, a user who is in the HR domain cannot edit a dashboard created in the parent of the HR domain.

    Dashboard data that is domain separated includes dashboard records, dashboard tabs, and widget containers. Widget content is governed by the domain separation that applies to the content itself. For example, an admin adds a report created in the HR domain to a dashboard in the IT domain. This report is not visible to users in the IT domain, although they can see the widget container.

    A dashboard defined at the global level is visible to all users with whom it has been shared. A shared dashboard created in a parent domain is visible to users in the parent and all its child domains. For example, a dashboard created in the TOP company is visible to users in:
    • Joe's company
    • Other companies in the TOP company
    • All HR, CS, and IT child domains in those companies if it is shared with those users.
    In the following figure, dashboards created in the IT, CS, and HR domains are not visible to users in the other child domains or in the parent domain.
    Figure 1. Domains list example
    List of company departments in separate domains including IT, CS, and HR
    Important:
    Administrators should not edit a domain-separated dashboard from the global domain, because additions made to the dashboard are not visible to users within the separated domain. When editing dashboards, make sure that you are logged in to the correct domain.