Grant Permissions for a Data Discovery Dashboard

This applies to: Visual Data Discovery

You can grant read, write, or delete dashboard permissions for your account, groups in your account, or specific users in your account.

To grant permissions for a dashboard:

  1. Log into Symphony as an administrator or a user belonging to a group that includes the Administer Dashboards or the Manage Dashboard Permissions privilege.

  2. Select Library on the UI menu. The dashboard library displays.

    use to manage your dashboards

  3. Locate the row for the dashboard in the list and select in its Permissions column. The Dashboard Permissions dialog appears.

    Initially, this dialog is empty.

  4. Select Add on the Dashboard Permissions dialog and then select Groups, Users, or Account on the drop-down menu. If you select Groups, the Add Groups dialog appears, listing all the groups available in your account. If you select Users, the Add Users dialog appears, listing all the users available in your account. If you select Account, Read permission is selected for your account on the Dashboard Permissions dialog.

  5. Select the account or any specific groups or users you want to permit to read, write, or delete the dashboard and select Apply. The Dashboard Permissions dialog lists your selections.

    set dashboard permissions dialog

    Note that you cannot set dashboard permissions for the supplied group Administrators. Members of the Administrators group have read, write, and delete permissions for every dashboard in the account. Note also that the user who created the dashboard is automatically selected and has Read, Write, and Delete permissions.

  6. Select the Read, Write, or Delete checkboxes for the account, groups, or users to indicate what users in them can do with the dashboard. Read permission is assumed and is always selected. If you clear (uncheck) the Read box (revoke Read permission), permission for the entire dashboard is revoked for the account, group, or user after you save.

  7. Select Save. The Save Details dialog appears, listing the changes that you made.

  8. Review the changes and select OK. The dashboard permissions are set.