Security permissions for Dashboards.

Learn about security permissions for dashboard definitions

Last published at: January 28th, 2026

This function grants or revokes the View, Design, and Remove permissions on a dashboard definition. 

By default, an average user (non-admin) can view only the dashboard definitions they have created or have permission to access. A regular user can View, Design, and Remove a dashboard definition based on the “Permissions” assigned by the admin or the user who created it. Note: Dashboard App roles and the Dashboard Security App User roles are synchronized when they are modified (i.e., added, changed, or removed).

On the Manage Dashboard page, select the definition from the table, then click the Security - Permissions menu option.

 

The new page displays Manage Permissions. Permissions can be granted to an individual user or an application group.  

 

Search for and add the desired user(s) for whom permission must be set for the selected definition. To initiate the search, type the first three characters of the user's name. Select the user from the list, then click the Add button to add them.  

 

Select the checkbox to grant permission to View, Design, and Remove. Click Save Permissions to confirm. An alert notification appears in the top-right corner. Repeat this process to add more users to this permissions list. 

 

Search for and add the application role to grant permissions to a group of users. To start the search, type the first three characters of the role name. Select the role from the list, then click the Add button to add it.  

 

Select the checkbox to grant permission to View, Design, and Remove. Then click the Save Permissions button. An alert notification appears in the top-right corner. Repeat this process to add more roles to this permissions list.  

 

On the Manage Permissions page, select the user or application role from the list. Then click the Remove Permissions button, followed by OK to proceed. 

 

The permissions are revoked, and a confirmation message appears in the top-right corner.