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Dashboard access levels and role permissions

Three layers: role permissions (who can use dashboards at all), the access level on each dashboard (Owner, Can edit, View only), and unit permissions, which decide the numbers inside widgets.

5 min

Dashboards may not be turned on for your account yet. Contact support to turn them on.

Role permissions

Permission
Lets you
View dashboards
Open the dashboards section at all
Create dashboards
Create, duplicate and use templates
Export dashboards
PDF and CSV
Embed custom HTML in dashboards
HTML widgets

The default Admin role has all four. Roles that used dashboards before have “View”. Viewer roles have none of them until you grant them.

Access level on each dashboard

Action
Owner
Can edit
View only
Open the dashboard and see details
✓
✓
✓
Pin and favorite
✓
✓
✓
Edit widgets, the name, icon and color
✓
✓
—
Share
✓
✓
—
Move to a folder (+ edit folders)
✓
✓
—
Save as a template (+ Create)
✓
✓
—
Delete and transfer ownership
✓
—
—
Duplicate (+ Create)
✓
✓
✓
Export (+ Export)
✓
✓
✓

The workspace owner and super admins have edit access to every dashboard, and can delete and transfer ownership. When the support team signs in on the owner’s behalf to fix a dashboard, they see what the owner sees, and the visit is logged.

The third layer: the numbers

A dashboard’s access level doesn’t change the numbers. Each widget is calculated with your level on its unit (Allowed, Team-wide access, If responsible, Denied). Exporting uses the lower of what you can see and the export permission on the unit.

If the role doesn’t have “View dashboards”, the whole section disappears. Action buttons you don’t have permission for don’t show.

In the subscription’s read-only mode, you can open dashboards, see details, preview and export, but you can’t edit (Your subscription: the trial, its states and read-only mode).

If something goes wrong

What you see
Why
What to do
“Your role doesn’t allow this”
Your role is missing a permission (create, export, HTML).
Ask the owner for it.
“Your access level isn’t enough”
You only have view access.
Ask the owner for edit access.
Buttons suddenly disappeared
Your role or your sharing changed.
Refresh the page.

Good to know

A dashboard’s levels are Owner, Can edit and View only. Owner can’t be given through sharing.
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