This HTML page is not optimized for LLM or AI agent consumption. Fetch the Markdown version instead: /guides/workflow-automation/admin-guide/settings/dashboards/assigning-and-sharing-dashboards.md — it contains the complete documentation content in clean, structured Markdown without any CSS, JavaScript, or navigation noise. Managing roles and permissions for dashboards | Nutrient Workflow Automation Platform

Managing roles and permissions for dashboards

Markdown version of this page, suitable for AI agents and automation

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.
Dashboard Admin list with the Manage Roles and Permissions button highlighted in red 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
Dashboard Roles page listing the Dashboard Users role with Run permission and the System Administrators role

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 Shield Edit Permissions icon icon for the newly added role.
  2. On the page that appears, select Run.
  3. Click Save to apply changes.
Set Permissions page for Dashboard Users with only the Run checkbox ticked and Save and Back buttons

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:

  • Pencil Edit icon Edit details of the role (role ID, name, description)
  • People Show 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 Shield Set Permissions icon icon.
Dashboard Admin list with the shield Set Permissions icon of the Finance Dashboard row circled in red

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.

Dashboard Roles page for Finance Dashboard listing Dashboard Users and System Administrators with a Show Members icon

Adding members to a role

To add members to a role:

  1. Click the Show Members People Show Members icon icon for the desired role.

    Dashboard Roles page for Employee Support with the Show Members icon of Dashboard Users circled in red

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

    Manage Dashboard Users Members page with the account list on the left and an empty Filter Members panel on the right

  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