Dashboard sharing reference qualifiers

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Use reference qualifiers to limit the users, groups, and roles in the recipients field of shared dashboards.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to System Definition > Tables.
    2. Open the par_dashboard_permission table.
    3. Press Ctrl+Click on the Preview Users button info buttonnext to Users on the Columns tab to open the Users dictionary entry.
      Point to the Users Column label to see this button.Preview Users and Preview Groups buttons on the Columns list of Par Notification Email Recipients
    4. Optional: If you're in the wrong application, select the link to edit the record.
      Mismatched application message with link to edit the record
    5. On the Reference Specification tab of the dictionary entry, use the condition builder to add filter conditions to the User list.
      For example, configure the reference qualifier condition [Name] [starts with] [b]. Only users whose names start with the letter B will show up in the list of users in the recipients list when sharing a dashboard.
    6. Select Update.

    What to do next

    Perform the same actions on the Group and Role columns to limit sharing with those categories of recipient.