Question
我们公司有多个团队,each need their own dashboard. I do not want them to see each other's dashboards. How do I accomplish this?
Answer
To accomplish this workflow
- All users whose access you want to be limited have to be set to an Explore Viewer role. SeeUnderstanding Explore user rolesfor more information.
- Create the core dashboard.
- Clone the dashboardas many times as you need so each applicable team has its own dashboard.
- Create the necessary filterson each dashboard so they are team-specific.
- Bookmark the dashboardwith the current filters in place.
- Share the dashboardsas needed.
For more information, see the article:Best practices for using dashboard filters.
Note:Agents with broader permissions will be able to access other dashboards.
1 Comments
Hello! Is it possible to add a 'custom group' filter to the dashboard? The idea behind this is to have a separate dashboard for each custom group (e.g. so that our outsourcing partner can see only data related to its agents). thanks.
Pleasesign into leave a comment.