Assign Access Rights for Dashboards
Specify the employees or user roles that are authorized to access a dashboard, and understand how role-based sharing differs from employee-level sharing.
If Resource Planning licensing applies in your environment, take those requirements into account before assigning dashboard access. Also note that the dashboard sharing choice can affect dashpart visibility and role security expectations.
Assign the access rights
- Open Dashboards in the Navigation pane.
- Open the dashboard that you want to share from My Dashboards, Personal, or All Dashboards.
- Click Edit Mode.
- Select the dashboard in the dashboard list.
- On the edit mode toolbar, click Share.
- On Share this Dashboard, select the appropriate roles and employees.
- Click Save in the share dialog box.
- Click Save again on the Dashboard form.
Once saved, the dashboard becomes available immediately to the specified roles or employees.
Share by role or by employee?
- Share by role
- Share by employee
Sharing by role is the cleaner model when a dashboard is intended for a repeatable audience. If the target role has rights to save personal dashboards only, Vantagepoint automatically updates the dashpart access rights for that role so the role can access all dashparts included on the shared dashboard.
Sharing by employee is more targeted, but it may require manual review of dashpart access rights on the employee's role. That matters when the dashboard includes dashparts that should not automatically become visible to everyone else in the same role.
Practical guidance
- Share by role when the dashboard is intended for a stable audience with the same business need.
- Share by employee when access should stay tightly controlled or temporary.
- Always validate the dashparts themselves after sharing, not just the dashboard shell.
Video
Role security for dashboards
Use this example to show how a help topic can embed targeted training media directly alongside the written procedure and supporting security guidance.
Role Security for Dashboards
Walk through the security concepts that affect dashboard creation, editing, and sharing.