Easy Answers - Dashboards Page
Easy Answers - Dashboards Page
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Assign Access

Intended audience: end-users developers

AO Easy Answers: 4.2

Overview

The Easy Answers' Assign Access for public dashboards option is available at two different levels: folder level and individual dashboard level.

Assigning access starts with the user moving a dashboard to the public dashboard section in the dashboard panel. Without doing anything further, all other users will now be able to open/view the dashboard, ie default access is View only. If, however, some users are required to be able to Edit and/or Delete a public dashboard, it’s required that such permissions are configured for either the folder containing the dashboards or for individual dashboards directly. Permissions can only be assigned to users belonging to a given Role.

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Access Permissions for Public Folders

  • When the Assign Access option is selected for a Folder, a dialog opens allowing the user to assign access permissions for user Roles.

  • A Folder can have access permissions that govern the Dashboards in the Folder. However, such access permissions will only be effective if there are no configured access permissions directly for a Dashboard. Access permissions for a Dashboard will always have priority over access permissions set for the parent Folder.

  • For each Role there are three types of permissions relating to both Folder and Dashboard Permissions. The current user can never assign permissions to a Public Folder or Dashboard higher than what his own Role gives permissions to:

    • View - a Public Folder with View permissions for a Role allows users associated with that Role to View Dashboards in the Folder.

    • Edit - a Public Folder with Edit permissions for a Role allows users associated with that Role to Edit (and View) Dashboards in the Folder (eg. rename, customize, add/remove apps, sections, etc…).

    • Delete - a Public Folder with Delete permissions for a Role allows users associated with that Role to Delete (Edit, and View) Dashboards in the Folder.

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Access Permissions for Public Dashboards

  • When the Assign Access option is selected for a Dashboard, a dialog opens allowing the user to assign access permissions for user Roles.

  • For each Role, there are two types of permissions:

    • View - a Public Dashboard with View permissions for a Role allows users associated with that Role to only View the Dashboards.

    • Edit - a Public Dashboard with Edit permissions for a Role allows users associated with that Role to Edit (and View) the Dashboard (eg. rename, customize, add/remove apps, sections, etc…).

    • Delete - a Public Dashboard with Delete permissions for a Role allows users associated with that Role to Delete (Edit, and View) the Dashboard.

  • If the user moves a Dashboard out of the Public Dashboards section, any assigned Role permissions will be removed.

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