TABLE OF CONTENTS

• Introduction to Dashboard Permissions
• Permissions for Different Roles
• Hierarchy for Roles and Permissions
• How to Manage and Update Dashboard Permissions
  • Step 1: Setting Up Permissions While Creating a New Dashboard
  • Step 2: For an existing dashboard, click on the 3 dots
  • Step 3: Click on "Manage Permissions"
  • Step 4: Update Permissions
  • Step 5: Save Your Changes
• What's Next:

Introduction to Dashboard Permissions

Note: 
- Only Account Admin or Agency Roles with FULL access to a Dashboard are eligible to set it as a default dashboards.
- Duplicate to another Sub-Account is only accessible to Agency Roles.

Permissions for Different Roles

1. Agency: 
   1. Agency Admins will always have FULL access to all dashboards expect Private Dashboards.
   2. Agency can set access and permissions rules for Agency Users, Account Admins and Account Users
2. Account:
   1. Account users can set access only for Account Admins and Account users
   2. Agency Admins and Agency Users will always have FULL access to dashboards created by Account Admins/Users except Private Dashboards.

Hierarchy for Roles and Permissions

Agency Admins > Agency Users > Account Admins > Account Users

This hierarchy dictates that permissions for lower-level roles are automatically adjusted based on changes made to higher-level roles, and vice versa.

Example: 
Let's consider a scenario where both Account Users and Account Admins have EDIT permissions:
If the permission for Account Admins is modified to VIEW only, the permission for Account Users will also be automatically adjusted to VIEW.

This logic ensures that lower-level roles cannot possess higher access levels compared to higher-level roles, maintaining consistency and security across the platform.

How to Manage and Update Dashboard Permissions

Step 1: Setting Up Permissions While Creating a New Dashboard

• Customize permissions during the dashboard creation process. For detailed instructions on creating a new dashboard, refer here
• By default, new dashboards are set to Private. Click on the toggle to change the permissions for the dashboard
  

Step 2: For an existing dashboard, click on the 3 dots

• Navigate to the dashboard you want to manage. Click on the three dots located at the top right corner of the dashboard. Only Dashboard Owners and Users with FULL permission can manage and update dashboard permissions

Step 3: Click on "Manage Permissions"

Step 4: Update Permissions

• Toggle Private Dashboard to keep the dashboard exclusively for yourself. Agency Admins will get FULL access to all non private dashboards.
• If you want to share the dashboard with other team members and roles, make sure that the Private Dashboard toggle is off
• Update the permissions as per the requirement

Step 5: Save Your Changes

• Click on "Save" to apply the updated permissions.

What's Next:

• How to Edit a dashboard
• How to clone a dashboard (in the same location)
• How to pin dashboards as favourite