Responsive dashboard role examples

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Your ability to create, edit, view, or share a dashboard depends on your roles. These examples show what you can do with a dashboard based on your roles.

    These descriptions of dashboard roles assume base system functionality. It is possible to create roles and assign permissions that override this functionality.

    No role

    Users without a role only see dashboards that another user has shared with them. Information on the dashboard, especially list visualizations, may be hidden from the user based on ACLs.

    Users without roles cannot create or share dashboards. An admin shared this dashboard with Avery, a user with no role. Much of the data on the dashboard is hidden and there is no sharing option.Dashboard shared with user who has no role

    Any role

    Users with any role can create dashboards and can share dashboards that they create. They can view or view and edit dashboards that are shared with them with the Can edit permission. ACLs still apply to what they can view in a dashboard. An admin shared the dashboard with Daniel, a user with the pa_viewer role, with permission to edit. Dashboard shared with user who has a non-admin, non-power user role

    Daniel created this dashboard and therefore they can share, configure, edit, and delete it.Dashboard created by user without admin role. They can edit and share it.

    pa_admin and pa_power_user

    Users with pa_admin and pa_power_user roles can manage users, groups, and roles on any dashboard that they can edit. Marisa has the pa_power_user role. When they click the Sharing icon (), they see all three options for people to share the dashboard with.Dashboard viewed by user with pa_admin or pa_power_user role who can share with groups, users, and roles.

    dashboard_admin or admin

    Users with the dashboard_admin or admin role have these abilities:
    • Edit and manage users, groups, and roles for any dashboard
    • Change the owner of any dashboard
    • Delete any dashboard

    Taylor has the dashboard_admin role and selected Dashboard Properties from the context menu (). Both the Owner and Delete options are available to them.Dashboard properties for dashboard owned by user with role but accessed by ad user with the dashboard_admin role.