How to assign and share dashboards

Assigning dashboards to users or groups is accomplished through Workflow Automation Roles. First, create a role at the dashboards level by selecting the Set Roles & Permissions menu option.

It’s best practice to create a new general role for users that has the permission to run the dashboard. By first creating this role at the dashboards level, you can then use this role for any new dashboard you create and assign members to this role for each specific dashboard.

Create a new role.

Create a dashboard-level role called Tab Users.

After saving the new role, set the permissions to run the dashboard by clicking the Edit Permissions shield icon.

Then, select the Run toggle and select Save Permissions.

You didn’t assign any members to this role at the dashboard level, but you’ll be able to add members to this role for each dashboard. By doing this, you don’t need to recreate the role for each dashboard; it’ll be available for each dashboard’s list of roles where you can then add members to it.

Select the dashboard from your list of dashboards that you want to assign users or groups to by clicking the Permissions shield icon.

You’ll see the top dashboards level roles that were previously created. Click the Show Members icon to add a user or groups to the Shared Tab.

Contacts or Groups can now be added from the left side of the pane to the current Role Members on the right side of the pane by clicking the + icon.

Select the Back option to close the Manage Role Members window and again to close the Role Permissions window. Selecting the Back option will also save your member definitions.

Whichever user or group is assigned to this dashboard will now have access to it in their tabs when they log in to Workflow Automation.

Shared dashboard links

If you’d like to share a dashboard with a user who doesn’t access or to a non-user, you can use the Links icon in the upper-right corner of the Dashboard Layout screen.

Clicking the Links icon will give you a pop-up window with two link options.

1. The first link option will take whoever clicks the link into the Workflow Automation portal and display the dashboard.
2. The second link option will open the dashboard in a standalone window.

To copy either link, click the Copy icon to the left.