Managing roles and permissions for dashboards

This guide explains how to manage roles and permissions for dashboards.

To begin managing access to dashboards:

  1. Navigate to the Dashboard list page.
  2. Click Manage Roles & Permissions in the top bar.
manage-roles-and-permissions-button

This opens the roles and permissions page, where you can view and manage all roles created at the dashboards level.

Viewing dashboard-level roles

On the roles and permissions page, you can:

  • View all existing roles
  • See the Name, Permissions, and access Level (for example, System) for each role
  • Search for a specific role using the Search bar at the top
manage-roles-and-permissions-page

Creating a new role

To create a new role:

  1. Click Add Role in the upper-left corner of the roles and permissions page.
  2. Enter the following details for the role:
  • Name
  • Description
  1. Click Add Role to save, or Close to cancel.

Editing role permissions at the dashboards level

After creating a new role, set the permissions to run the dashboard by following the steps below:

  1. Click the Edit Permissions edit-permissions-icon icon for the newly added role.
  2. On the page that appears, select Run.
  3. Click Save to apply changes.
edit-permissions-page

Create a general role with Run permissions at the dashboards level. This enables you to reuse it across all dashboards and assign users on a per-dashboard basis.

Managing roles: Additional actions

You can perform the following additional actions on a role:

  • edit-role-icon Edit details of the role (role ID, name, description)
  • view-members-icon View members assigned to the role

Click Back in the lower-right corner to return to the Dashboard list page.

Setting role permissions for an individual dashboard

To set role permissions for an individual dashboard:

  1. Select the dashboard from the list of dashboards.
  2. Click the Set Permissions set-permissions-icon icon.
set-permissions-icon-highlighted

This opens the dashboard-specific permissions page, showing all roles and their current access.

For each role, you can view the following details:

  • Name of the role
  • Permissions associated with the role
  • Access level of the role (for example, System)

Use the Search bar to find a role by name.

set-individual-dashboard-permissions-page

Adding members to a role

To add members to a role:

  1. Click the Show Members add-members-icon icon for the desired role.

    add-members-highlighted-for-a-role

  2. On the page that appears, click the plus-icon icon to add Contacts or Groups to the current role members panel. Click the minus-icon icon to remove an added member.

    add-members-page

  3. Click Back in the lower-right corner to return and automatically save changes.

Assign members to the role at specific dashboard level, not at the global level. This enables role reuse across dashboards.

Outcome

Once a user or group is added to a role with access to a dashboard, that dashboard will appear in their tabs the next time they log in to Workflow Automation.

Next steps