Set User or Group Permission for a Shell Instance Dashboard

To set user or group permission for a shell instance dashboard:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Company Sponsored Shells, select the [shell type], and open the [shell instance].
  3. In the left Navigator, select Setup, and then select Dashboards. The Dashboards log opens.
  4. Select a shell instance dashboard.
  5. In the right pane, click the Permissions tab.
  6. Add users or groups as needed. Select the View permission.
  7. Click Save to save or Cancel to exit.


Last Published Wednesday, July 2, 2025