Dashboard Chart Privileges

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On dashboards that my coworkers and I are sharing, we occasionally get this note in place of each of the charts: "You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation. For more information, contact your Microsoft Dynamics C..." On those dashboards that I have created, I have tried sharing the view used to create the chart with these coworkers, but still no luck.

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Wayne Walton 13,730 on at

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They have to have permission to see the records underneath as well.

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Community Member on at

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Is that just managed through Security Roles?

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Dynamics_Alok 1,746 on at

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Yes...Dashboard and records(views) depends on assigned Security Role.
Ref : http://www.crmsoftwareblog.com/2014/04/security-role-specific-dashboards-in-microsoft-dynamics-crm-2013/

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Community Member on at

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What categories and what level? Because I have them all the way to Organization on every individual category like Account and Activity. However, it does not allow me to add allow them more than User for User Chart and User Dashboard that may also be necessary?

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Hello

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