Updated Dashboard and Report Permissions

API and Admin, Reports

Enable dashboard and report permissions at the role level.

Previously, the Reporting permissions for a role included a line item for “Templates.” This functionality has now been moved into separate permissions for “Dashboards” and “Reports.”

To modify dashboard and report permissions:

  1. From the top, right corner of the platform, click Settings .
  2. From the left navigation, click Roles.
  3. Click the Edit icon next to the role you want to modify.
  4. Set the following permissions:
    • Platform > DASHBOARDING > Dashboards – View, Edit, Add, Delete, Export, Schedule, Send, Share
    • Analytics > REPORTING > Reports – View, Edit, Add, Delete, Export, Schedule, Send, Share
  5. Click Save.

The permissions for the users assigned to the role will be reflected upon next login.