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Analytics > Analytic Dashboards > Managing Dashboard Visibility in Analytics

Managing Dashboard Visibility in Analytics

If you have the Manage Roles and Access privilege and the Manage Dashboards privilege and 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 Analytics tab.
2. Click Dashboards in the Manage pane.
3. Navigate to the folder containing a dashboard, such as the Company Wide Shared Folder.
4. Select a dashboard from the list, and click edit to display the Dashboard Visibility page.
5. Click Add Roles.
6. In the Associated Roles page, click Select next to each role that must have access to the selected dashboard.
7. When done adding roles, click OK.
8. To return to the Manage Dashboard Visibility page, click the Back to Manage Dashboard Visibility link.

To remove a role's visibility to a dashboard

1. Click the Analytics tab.
2. Click Dashboards in the Manage pane.
3. Navigate to the folder containing a dashboard, such as the Company Wide Shared Folder.
4. Select a dashboard from the list, and click edit to display the Dashboard Detail page.
5. In the Associated Role pane, click Remove next to the role or roles to be removed.
6. Click OK to confirm the removal.
7. When done editing roles, click OK.
8. To return to the Manage Dashboard Visibility page, click the Back to Manage Dashboard Visibility link.

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