Platform Analytics dashboard roles

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • Platform Analytics dashboards have few role restrictions. Editing rights are granted by sharing, independent of role.

    Users with any role can create dashboards and share them with groups, users, and roles. These users can share a dashboard that has been shared with them if sharing rights were also granted. They can pass along editing rights if granted.

    The dashboard_admin role allows a user to configure, edit, or delete any dashboards, regardless of ownership or editing rights. Certain configuration tasks also require dashboard_admin, as described in Configuring dashboards.

    Tasks that integrate dashboards with Process Mining require the sn_process_optimization_analyst role. These tasks are listed in Configuring dashboards.

    Users with the analytics_categories_admin role can create, edit, or delete dashboard categories.

    For a full guide to roles connected to Platform Analytics dashboards, see Platform Analytics roles.

    Table 1. Dashboard roles
    Use case Required role
    Create a dashboard Any role
    Share a dashboard Any role to share a data visualization that you created or that was shared with you with sharing rights. With the viz_admin role or higher, you can share any data visualization on the instance. When you share a data visualization, you can pass along the rights to share that visualization further. You also decide whether to share with editing rights or only viewing rights. If a data visualization has been shared with you with sharing and editing rights, you can also pass along editing rights.

    dashboard_admin to share any dashboard

    A role with read access to the Roles [sys_user_role] table to share with roles
    Edit a dashboard Any role, if you created the dashboard or have had it shared with you with editing rights.

    dashboard_admin or higher for any dashboard

    Technical dashboards also require ui_builder_admin
    Duplicate a dashboard Any role, if you can view the dashboard. You cannot duplicate technical dashboards.
    Create a printer-friendly copy of a dashboard Any role, if you can view the dashboard.
    Export a dashboard Any role, if you can view the dashboard.
    Schedule the export of a dashboard par_scheduler for dashboards that you own or that have been shared with you.

    dashboard_admin or higher for any dashboard
    Delete the scheduled export of a dashboard sn_par_sche_export.par_scheduler_admin (contained in dashboard_admin)
    Bookmark a dashboard Any role, if you can view the dashboard.
    Delete a dashboard Any role, if you created the dashboard.

    dashboard_admin or higher for any dashboard
    Configure dashboard details Any role, if you created the dashboard or have had it shared with you with editing rights.

    dashboard_admin or higher for any dashboard
    Configure dashboard settings except scheduled refreshes Any role, if you created the dashboard or have had it shared with you with editing rights.

    dashboard_admin or higher for any dashboard
    Schedule dashboard refreshes dashboard_admin or higher
    Configure dashboard tab cache timeout admin
    Create dashboard categories analytics_categories_admin or higher
    Assign categories to a dashboard Any role, if you can edit the dashboard.

    analytics_categories_admin or higher to assign a category to any dashboard.