Understanding Dashboard Security

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Dashboard security is organised using a combination of two methods as follows:

User Roles determine what permissions the user has once logged in. They include the following:

  • Dashboard Viewer. These users can view dashboards and interact with them.
  • Dashboard Designer. These users can additionally build components and dashboards from the underlying datasets.
  • System Designer. These users can additionally load data into the system and configure it into a dataset.
  • Administrator. These users can additionally create groups or users and perform other admin tasks.

Groups determine which dashboards, datasets and other entities a user has access to. The key aspects of the group structure are:

  • The group structure is created by an administrator.
  • The group structure is hierarchical. Permissions can be inherited both up or down the hierarchy.
  • Users can be members of multiple groups. Membership determines access.
  • When a designer wishes to publish dashboards or datasets for use by colleagues, they do so via the group structure.


The below image is taken from the [Admin]>[Groups] screen and shows the hierarchy of groups within the Intuitive demonstration suite shipped with all installations. 
A number of entities titled 'Sales..' have been published to the Sales group.

        


The entities would be accessible as follows:

  • The 'Sales Forecast' dashboard would be accessible to be viewed by any user who is a member of the Sales group.
  • The 'Sales Forecast' dashboard could be edited by any designer or administrator who is a member of the Sales group.
  • The 'Sales Pipeline - Revenue by Period' component could be edited or used for dashboard construction by any designer or admin who is a member of the Sales group.
  • The 'Sales Pipeline Forecast' dataset could be used to build components by any designer with access to Sales.
  • The 'Sales Pipeline Forecast' dataset could be edited by any system designer or admin with access to Sales.
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