Dashboard Permissions

Permissions

Following permissions required to access the Dashboard:

Category	Permission Type	Permission Value
Account Administration	Dashboards	View: Allows users to only view a dashboard. Manage: Allows users to view, create, edit, and delete a dashboard.
Account Administration	Dashboard Access Only	Dashboard Access Only: This permission restricts user access solely to the Dashboards tab. When no other permissions are assigned, users cannot navigate to other sections or features of the platform. This permission enables users to view both their own dashboards and shared dashboards but prevents access to additional functionalities.

Note

To ensure full visibility of dashboard content, the users must also be assigned either the View or Manage Dashboard permission in addition to the Dashboard Access Only permission.

Follow these steps to enable the above permission set:

Navigate to Setup > Account > Users and Permissions.
Click the Permissions Sets tab.
Click + ADD. The Add Permission page is displayed.
Under Permission Set Details screen, enter a Permission Set Name and short Description.
Select the above mentioned permissions and click Save.

Refer to the Permission Sets document for more details on obtaining the necessary permissions.

Types of Dashboards

Dashboard permissions allow users to view and manage the different dashboards based on the permissions assigned to each user against a particular role. There are three types of dashboards:

Private Dashboard: A private dashboard is created by a user (also owns the dashboard). This user can create, update, and delete the dashboard that is private to that particular user. A private dashboard created by a user/owner can share it to another user based on a role. The user to whom the dashboard has been shared can view it in the shared dashboard view.
Curated Dashboard: A curated dashboard is a predefined dashboard that gets added automatically when an integration is installed. This cannot be edited and deleted. The Curated dashboard is only available for Dashboard 2.0.
- You can make a private copy of the curated dashboard and customize it based on your business requirements. You can perform other actions like exporting the customized dashboard as JSON, sharing the dashboard.
Shared Dashboard: A shared dashboard is created by a specific user and shared to another user based on a role.
- Partner and client users can share a dashboard.
- An SP user can share a dashboard to partner and client users with specific roles. This is applicable to Classic Dashboard.
- An SP user cannot share a dashboard. This is applicable to Dashboard 2.0.

Permissions for dashboards

See Role based dashboard permissions.