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Dashboard or from Security role does not work properly

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Posted on by Community Member

I have created three dashboard, and set each security role to some specific role. But when User with Security Role A comes, it also see the dashboard set for Role B. Only the third dashboard set for fallback.

It happens also for forms.

Would you help me please ?

Regards

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Sree Bindu 70 on at

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RE: Dashboard or from Security role does not work properly

So, the issue is because of team roles. Please mark my answer as verified.
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Community Member on at

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RE: Dashboard or from Security role does not work properly

It was my fault.

There were teams role that override user roles.
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Sree Bindu 70 on at

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RE: Dashboard or from Security role does not work properly

Hi Babak fakhriloo,

Check if the user with security role "A" is a member of a team which has security role "B". If this is the case, the user will be able to see the dashboard that is set to be visible to only security role "B".

Also make sure that all the three dashboards are not set as fallback.
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Nithya Gopinath 17,076 on at

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RE: Dashboard or from Security role does not work properly

Hi Babak,

Please refer the link below.

rajeevpentyala.com/.../role-based-dashboards-crm-2013