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, select the Permissions tab.
  6. Add users or groups as needed. Select the View permission.
  7. Select Save to save or Cancel to exit.


Last Published Monday, October 13, 2025