--- title: "Managing roles and permissions for dashboards | Nutrient Workflow Automation Platform" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md" last_updated: "2026-05-15T19:10:05.116Z" description: "Learn to assign dashboards and set user permissions with our step-by-step guide and best practices." --- # 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](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md) page. 2. Click **Manage Roles & Permissions** in the top bar. 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 ## 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 3. 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** icon for the newly added role. 2. On the page that appears, select **Run**. 3. Click **Save** to apply changes. 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 details of the role (role ID, name, description) - View members assigned to the role Click **Back** in the lower-right corner to return to the [Dashboard list](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md) 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** icon. 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. ### Adding members to a role To add members to a role: 1. Click the **Show Members** icon for the desired role. 2. On the page that appears, click the icon to add **Contacts** or **Groups** to the current role members panel. Click the icon to remove an added member. 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 - [Creating new dashboards](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.md) - [View or edit a dashboard layout](https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md) --- ## Related pages - [Enhance your dashboard with report widgets](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard-legacy.md) - [Adding a report widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-report-to-a-dashboard.md) - [Adding a KPI’s widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-a-kpi-widget.md) - [How to add widgets to your dashboard](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard-legacy.md) - [Adding a DashForm widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-dashform-widget.md) - [Adding an HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-an-html-widget-to-your-dashboard.md) - [Adding a Monitor Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-monitor-requests-widget.md) - [Adding Manage Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-manage-requests-widget.md) - [Adding a My Requests widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-requests-widget.md) - [Adding a My Tasks widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-my-tasks-widget-to-dashboard.md) - [How to assign and share dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards-legacy.md) - [Customize and enhance your dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards-legacy.md) - [Adding a Today’s Messages widget](/guides/workflow-automation/admin-guide/settings/dashboards/adding-today-messages-widget.md) - [View or edit a dashboard layout](/guides/workflow-automation/admin-guide/settings/dashboards/configuring-dashboards.md) - [How to create and manage dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards-legacy.md) - [How to create and manage dashboards](/guides/workflow-automation/admin-guide/settings/dashboards/creating-dashboards.md) - [Streamline your workflow with our dashboard interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface-legacy.md) - [Streamline your workflows with launch buttons](/guides/workflow-automation/admin-guide/settings/dashboards/launch-buttons-legacy.md) - [Accessing dashboards and navigating the interface](/guides/workflow-automation/admin-guide/settings/dashboards/dashboard-interface.md) - [Customize dashboards for improved user experience](/guides/workflow-automation/admin-guide/settings/dashboards/modern-dashboard.md) - [Customize dashboards for improved user experience](/guides/workflow-automation/admin-guide/settings/dashboards/legacy-dashboard.md) - [Maximize dashboard capabilities with the HTML Panel widget](/guides/workflow-automation/admin-guide/settings/dashboards/using-the-dashboard-html-panel-widget-legacy.md)