Security
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Sharing Dashboards between users/roles

Communicator

I have created an app (lv__shared) which has a couple of custom menus and a list of dashboards within each menu. The various dashboards are set to global permission.

I have created a role called cropsols which users will be assigned to and the default app is lv_shared. The problem is that when I login as one of the new users, I do not see the created menus and subsequent dashboards.

How do I get the users in role corp_sols to be able to see the Menus and subsequent dashboards? I assume it's permissions but I have not been able to work out what the settings need to be.

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Re: Sharing Dashboards between users/roles

Builder

On your admin account, I would go into Apps -> Manage Apps, and then click into each of the apps permissions to make sure that they are actually all set to global, and if they were, to make sure that the new user actually inherited those permissions. You want to start at the app level since permissions are tiered, meaning that app level permissions trump knowledge object permissions.

After looking at the app level permissions, if that all does look right, I'd look at each individual dashboard's permissions (by going into the top right corner of the dashboard, again with your admin account, hitting the three dots, and selecting "edit permissions"). This should further illuminate where the difference between expected and actual permission set is.

Beyond that, I wouldn't have much of a guess other than the account is misconfigured in some way, and you might want to try cloning a role you know works.

Hope something here helps!

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Re: Sharing Dashboards between users/roles

Communicator

Thanks but everything mentioned checks out. I highly suspect I've made a slip up somewhere along the line. Thanks anyway.

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