Dynamic Dashboards: View Dashboard As
Dashboards can be viewed in several different ways by different users. They can be viewed as yourself, the creator, the user themselves, or another person. This article explains how to adjust that setting.
REQUIRED USER PERMISSIONS
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USER PERMISSIONS NEEDED |
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To create, edit, and delete dynamic dashboards: |
Legacy Folder Sharing Manage Dynamic Dashboards Enhanced Folder Sharing Manage Dynamic Dashboards |
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To specify who people view a Lightning Experience dashboard as: |
Legacy Folder Sharing View My Team's Dashboards OR View All Data Enhanced Folder Sharing View My Team's Dashboards OR View All Data |
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To enable dashboard readers to choose who they view the dashboard as: |
Legacy Folder Sharing View My Team's Dashboards OR View All Data Enhanced Folder Sharing View My Team's Dashboards OR View All Data |
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Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions |
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Available in: Enhanced Folder Sharing |
Steps to change how users view dashboards:
To allow users to view dashboards as you, another person, or the user themselves, go to the specific dashboard and click "Edit".
Next, go to the gear icon on the top right-hand side of the Edit Dashboard page, this will allow you to edit the view.
The visibility options will pop up. You can then choose who the users view the dashboard as.
Make sure to save your changes.
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about changing dashboard views.
