Dashboard Permissions refers to assigning users, groups, or roles within your company's program to view the Dashboards navigation button. The types of reports in the Dashboards view can also be assigned per user, group, or role.
Only Program Administrators and Dashboard Administrators have access to change permissions. For more information on user roles within the Brand Integrity Platform, visit the article on roles and responsibilities.
Navigate to the Dashboard page in the Admin panel by clicking on the Settings icon in the top menu bar and selecting Configuration from the drop-down menu.
Select Dashboard from the right side-bar menu to access the Main Menu for dashboard permissions, which has a table of the different survey dashboards available based on your company's program configuration.
Use the Order icon to drag the dashboards into the order that they should appear in the Dashboard drop-down.
Click the down arrow next to a dashboard's permissions to expand the list of users or groups with access to the reports.
Click on the Settings icon next the desired report to open a pop-up window to see report details or navigate to the edit permissions page. Edit Dashboard Details lets you determine whether the report is active in the system. At this point in time, the dashboard name cannot be edited.
Click Edit Dashboard Permissions to edit permissions for groups or individual users.
Enter the names of the individual users, groups (e.g., department), or roles (e.g., managers) that you want to grant access to the report.
Click the trash can icon to remove a group or user from the list.
Make sure to click Save after making changes on this page.
Note: If a Dashboard has a "Configure Group Level Permissions" link next to it, that means further permissions need to be setup for a user to see data in the reports. For more information on group level permissions, visit the article on configuring group level permissions.