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Customer experience | Sales, Customer Insights,...
Suggested Answer

Hi, Community, I was wondering how to assign a dashboard permission to the user.

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Posted on by 154

Hello Community, I have created an interactive dashboard for the case entity, however I would like to assign permissions so I can view specific records within the dashboard. All records will be displayed when an administrator logs in. We will, however, require a particular record when an agent logs in. Would it be possible for you to provide me with a solution to this problem? 

I have the same question (0)
  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Hi Mangesh, 

    I think that you need to enable security roles for your dashboard, 

    Can you follow these steps : 

    1. Navigate to make.powerapps.com and then click on advanced settings as shown in the figure below : 

    pastedimage1683637024215v1.png

    2. Navigate to Customizations then click on Customize the system : 

    pastedimage1683637080052v2.png

    3. Navigate to entities>Expand the entity and then select dashboards 

    pastedimage1683637134853v3.png

    4. Select your dashboard and then click on the tool bar in enable security roles as shown in the figure below : 

    pastedimage1683637208824v4.png

    5. Select the security roles that you want 

    pastedimage1683637251803v5.png

    Click on Ok, then click on publish All customizations. 

    Hope that's helpful for you. 

    Please mark the answer as verified if that's helpful for you. 

    Regards, 

    Mohamed GRAIB. 

  • Tushar Jadhav Profile Picture
    154 on at

    great can we do this with Teams

    instead of assigning it to user can we assign it to Teams????

  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Yes,

    In this case, you need to assign a security role for you team.

    And then assign the security role to your dashboard.

    Hope that's helpful for yu.

    Please mark answers as verified if that's helpful for you

    Regards,

  • Tushar Jadhav Profile Picture
    154 on at

    this means that dashboard will be visible to that users ???

  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Yes,

    That means that the dashboards will be visible to all users in the team

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Mangesh,

    According to your description, there are two main aspects of permission control that need to be set:

    1.The user can see the dashboard you created.

    --By default, all security roles have checked for new created dashboard, so you can assign any security roles to the user.

    --Check it as following screenshots shown: Settings > Customization > Customize the system > Dashboard, click 'Enable Security Roles' button

    pastedimage1683682768577v2.png

    pastedimage1683682745044v1.png

    2. Users only can see specific records not all records.

    --If so, you need set correct permission of the case entity on the security role you need assign.

    For example, user 'Read' permissions allow them to view only their own records.

    pastedimage1683683555119v6.png

    Also, you mentioned that you want to assign security roles to the team.

    If so, you need check the Member's privilege inheritance option, and set it to Direct User (Basic) access level and Team privileges:

    pastedimage1683683239340v3.png

    When a security role with ‘Direct User (Basic) access level and Team Privileges’ is assigned to a team, the team member can create records they own and can access all records they or their team owns.

    pastedimage1683683285814v4.png

  • Tushar Jadhav Profile Picture
    154 on at

    Thank you for replaying. I have a request.

    If I am an agent and I log in, the dashboard should show my information.

    If you are also the agent and you log in, then the dashboard should show you the data.

    Please Provide Solution For this.

  • Tushar Jadhav Profile Picture
    154 on at

    Thank you for replaying. I have a request.

    If I am an agent and I log in, the dashboard should show my information.

    If you are also the agent and you log in, then the dashboard should show you the data.

    Please Provide Solution For this.

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Partner,

    What is the information/data mentioned here? --case records?

    And what are the criteria to determine whether the information belongs to anyone? --the owner of the record?

    If so, you can refer to my previous answer, try to edit read permission of case to 'User' level in the security role you want to assign:

    pastedimage1683702811014v1.png

  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    Hi Mangesh Prajapati,

    You need just to configure the security roles and assign the security roles to your teams and /or to your users

    Then, you enable the security roles for your dashboard.

    Tell us if you want that we share with you the steps to configure security roles

    Hope that's helpful for you

    Please mark the answer as verified if that's helpful

    Regards,

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