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Dashboards > Managing Dashboard Visibility

Managing Dashboard Visibility

If you have the Manage Dashboards privilege and the Manage Roles and Access privilege in your role, then you can control the availability (visibility) of individual dashboards. You assign visibility based on user roles. For example, you can select a dashboard and then allow the user roles of Service Rep and Service Manager to display that dashboard.

If you have never assigned any visibility to a dashboard, then that dashboard is unrestricted and can be displayed for all users. Administrators and users with the Manage Custom Reports privilege always have access to all dashboards, even if their role has not been granted access.

Note: The privilege, Access Analytics Dashboards - View Prebuilt Dashboards, controls users' access to prebuilt dashboards, but it does not affect their access to custom dashboards.

To assign visibility to a dashboard

1. Click the Dashboard tab.
2. Click Manage Dashboards.
3. Select a dashboard from the list, and click it to display the Dashboard Detail page.
4. Click Manage Dashboard Visibility.
5. Click Add Roles.

   Note: You can add up to 10 roles at one time. To add more roles, click Save and Add Roles in the Associated Roles page, and repeat step 5. The maximum number of roles is 25.

6. In the Associated Roles page, click the search icon on the right side of the field.

   The Search for a Role dialog opens.

7. Click the Select link for a role.

   The Search for a Role dialog closes and the Associated Roles page now displays the selected role.

8. To add another role, repeat steps 6 and 7.
9. When done adding roles, click Save.
10. Click Back to Dashboard Detail.

To remove a role's visibility to a dashboard

1. Click the Dashboard tab.
2. Click Manage Dashboards.
3. Select a dashboard from the list, and click it to display the Dashboard Detail page.
4. Click Manage Dashboard Visibility.
5. Click Remove next to the role's name.
6. Click Back to Dashboard Detail.

If you remove all roles from the list of roles, then the dashboard is no longer restricted and can be displayed by all users.