Production Dashboards Permissions

Updated 

The following Role-level permissions are applicable for the users in the environment who are required to view and take action on content within the Production Dashboard.

Production Dashbaords — Permissions

Type

Category

Permission

Description

Setup

Production Dashboard

View

Provides users the ability to access Production Dashboards.

Setup

Production Dashboard

Create

Allows users to create new Production Dashboards.

Setup

Production Dashboard

Edit

Allows users to edit existing Production Dashboards.

Setup

Production Dashboard

Delete

Allows users to delete Production Dashboards.

Setup

Production Dashboard

Clone

Allows users to clone Production Dashboards.

Setup

Production Dashboard

Lock

Allows users to lock Production Dashboards.

Setup

Production Dashboard

Delete Column

Allows users to delete columns in the Production Dashboards.

Setup

Production Dashboard

Export Dashboard

Allows users to export the Production Dashboards.

Setup

Production Dashboard

Lock Column

Allows users to lock columns in the Production Dashboards.

Setup

Production Dashboard

Share

Allows users to share Production Dashboards.

Setup

Production Dashboard

Manage Tabs

Allows users to manage tabs in the Production Dashboards.

Note:

If you have only Create permission and no Manage Tabs permission, you will not be able to manage tabs for dashboards created by another user. In order to manage tabs for dashboards created by other users, you need to have Manage Tabs permission, along with the Create permission.

Setup

Production Dashboard

Manage Quick Filters

Allows users to manage quick filters in the Production Dashboards.

Setup

Production Dashboard

Manage Tagging

Allows users to manage color tagging in the Production Dashboards.

Note:

The access and actions within the Production Dashboard are governed by Role-level permissions. These permissions grant users general authorization to perform certain actions, but do not confer the authority to act on specific entities within the dashboard.

For example, a user with permission to view the Production Dashboard may open it, but can only view the content that they have been authorized to access. This approach to permission management provides an effective means of ensuring that sensitive information remains secure and that users can only interact with the data that is relevant to their roles and responsibilities.