Managing roles and permissions for dashboards

This guide explains how to manage roles and permissions for dashboards.

To begin managing access to dashboards:

1. Navigate to the Dashboard list page.
2. Click Manage Roles & Permissions in the top bar.

This opens the roles and permissions page, where you can view and manage all roles created at the dashboards level.

Viewing dashboard-level roles

On the roles and permissions page, you can:

• View all existing roles
• See the Name, Permissions, and access Level (for example, System) for each role
• Search for a specific role using the Search bar at the top

Creating a new role

To create a new role:

1. Click Add Role in the upper-left corner of the roles and permissions page.
2. Enter the following details for the role:

• Name
• Description

3. Click Add Role to save, or Close to cancel.

Editing role permissions at the dashboards level

After creating a new role, set the permissions to run the dashboard by following the steps below:

1. Click the Edit Permissions icon for the newly added role.
2. On the page that appears, select Run.
3. Click Save to apply changes.

Managing roles: Additional actions

You can perform the following additional actions on a role:

• Edit details of the role (role ID, name, description)
• View members assigned to the role

Click Back in the lower-right corner to return to the Dashboard list page.

Setting role permissions for an individual dashboard

To set role permissions for an individual dashboard:

1. Select the dashboard from the list of dashboards.
2. Click the Set Permissions icon.

This opens the dashboard-specific permissions page, showing all roles and their current access.

For each role, you can view the following details:

• Name of the role
• Permissions associated with the role
• Access level of the role (for example, System)

Use the Search bar to find a role by name.

Adding members to a role

To add members to a role:

1. Click the Show Members icon for the desired role.

2. On the page that appears, click the icon to add Contacts or Groups to the current role members panel. Click the icon to remove an added member.

3. Click Back in the lower-right corner to return and automatically save changes.

Outcome

Once a user or group is added to a role with access to a dashboard, that dashboard will appear in their tabs the next time they log in to Workflow Automation.

Next steps

• Creating new dashboards
• View or edit a dashboard layout