Who This Is For / When to Use
Use dashboard permissions when you need to share insights with specific roles, allow collaboration on dashboards, restrict sensitive data, or keep dashboards private.
What Dashboard Permissions Control
Dashboard permissions define:
Who can view dashboard data
Who can edit widgets and layouts
Who can manage permissions
Who can delete or set dashboards as default
Whether a dashboard is private or shared
Permissions are applied at the dashboard level and override general visibility.
Dashboard Permission Levels
Permission Level | What This Allows |
FULL | Create, edit, share, manage permissions, clone, set as default, and delete dashboards |
EDIT | Edit dashboard layout and widgets, but cannot delete or manage permissions |
VIEW | Read-only access to the dashboard |
NO ACCESS | Dashboard is not visible at all |
PRIVATE DASHBOARD | Only the dashboard owner can see it |
OWNER | Full control regardless of other permission rules |
What Each Permission Can Do
Action | FULL | EDIT | VIEW | NO ACCESS | PRIVATE | OWNER |
Manage Permissions | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ |
Delete Dashboard | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ |
Set as Default Dashboard | ✅ | ❌ | ❌ | ❌ | ❌ | ✅ |
Edit Dashboard | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
Clone Dashboard | ✅ | ✅ | ❌ | ❌ | ❌ | ✅ |
View Dashboard | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Duplicate to another account (Agency only) | ✅ | ✅ | ✅ | ❌ | ❌ | ✅ |
Note: Only Account Admins with FULL access can set a dashboard as the default dashboard.
Set Permissions When Creating a New Dashboard
Click Add Dashboard.
Enter a dashboard name.
Use the Private Dashboard toggle:
On: Only you can see the dashboard
Off: Dashboard can be shared based on role permissions
Review role-based permissions (Account Admin, Account User, etc.).
Click Confirm to create the dashboard.
Manage Permissions for an Existing Dashboard
Only Dashboard Owners and users with FULL permission can update permissions.
Step 1: Open Dashboard Options
Open the dashboard.
Click the three-dot menu in the top-right corner.
Step 2: Open Manage Permissions
Click Manage permissions.
Step 3: Update Permission Settings
Toggle Private Dashboard:
On: Dashboard is visible only to you
Off: Dashboard follows role-based permissions
Set permission levels for each role:
Agency User
Account Admin
Account User
Step 4: Save Changes
Click Save to apply updates.
Private Dashboard Behavior
Private dashboards are hidden from all other users.
System admins automatically have full access unless the dashboard is set to private.
Private dashboards cannot be viewed, edited, or cloned by other users.
Common Issues and Fixes
I can’t see a dashboard
Check if the dashboard is set to Private.
Confirm your role has at least VIEW permission.
I can edit but not delete a dashboard
You likely have EDIT permission. Deleting requires FULL access or ownership.
I don’t see “Manage permissions”
Only dashboard owners and users with FULL access can manage permissions.