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Help us improve Dashboard & Report permissions in Explore
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Posted Aug 05, 2024
We would love to understand how important it is for you and your company to be able to limit the ability to delete and edit dashboards and reports created by other editors in Explore. Your feedback will help us to shape the roadmap for improving permissions in Explore.To show your interest in this feature, please upvote this post and reply with a comment to the questions below.
Which new permissions should be available in Explore for controlling editing and deleting of dashboards and reports?
- Should editors be allowed to only edit and delete their own dashboards and reports in Explore?
- Should editors have the authority to decide which reports and dashboards can be edited and viewed when shared? Should it be set by the editor for each dashboard and report separately?
- Where should the new permissions be available? In the Admin center as part of the user role (under Explore permissions)?
- Should it be possible to set edit and delete permissions for calculations as well, in addition to dashboards and reports?
We look forward to hearing your feedback!
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2 comments
Tricia Pearson
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Anton Van Heerden
Perhaps different permission levels are needed:
- Admin access allows edit/delete of all reports/dashboards
- Report Creator allows creating of new reports and editing of own reports as well as reports shared with them. They could also select the option to allow other Report Creators to edit and share their reports.
Permissions to be administered as part of the user role.
Besides the access to create/edit reports some improvement on report viewing permissions, Talk reports in particular, are also needed. The live Talk dashboard is only available to Talk Admins currently meaning team supervisors that need to monitor queues need Talk Admin privileges which allows full access to the talk configuration. One should be able to identify user roles that should have access to reports (Admins only, Agents or even custom roles).
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