Skip to main content

How to Give a User Edit Access Without Giving Them Access to All Dashboards: Use Private Dashboards

A
Written by Amer Shalan
Updated over 2 months ago

If you need to grant a user edit access to a specific dashboard without giving them access to all dashboards, private dashboards provide the necessary control. This guide explains how to configure permissions to achieve this.

Understanding Private Dashboards

A private dashboard is only visible to users who are explicitly added to it. By using private dashboards, you can ensure a user has access to only the dashboards they need, nothing more.

Steps to Grant a User Edit Access to a Single Dashboard

  1. Set the Correct Account-Level Permissions

    • Navigate to Account Settings β†’ User Permissions.

    • Assign the following permissions:

      • βœ… Can be added to a private dashboard

      • βœ… Can be made an editor of a private dashboard

      • image (2).png
  2. Add the User to the Private Dashboard

    • Go to the Dashboard Access Page for the specific dashboard.

    • Add the user as a viewer first.

  3. Upgrade Their Role to Editor

    • Once added, update their role to Editor for that specific dashboard.

Result

image (3).png

With these settings:

  • The user can only see the private dashboard(s) they are explicitly added to.

  • They cannot see open dashboards.

They can edit only the private dashboard(s) they have been granted access to.

Did this answer your question?