Dashboard Security

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Posted on by Community Member

Is there a way within CRM 2011 of limiting access to a system dashboard or a system view to a specific security role? In the same way we do with CRM forms.

This does not seem to exist and the only workaround I have found is to create personal views and then share then to a team.

With thanks,

Kevin

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PHarita 190 on at

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Kevin,

Short answer is no. Your approach is correct when creating personal views and sharing them. if your concern is that of users seeing data that they are not authorized to see, you should not worry as long you have the Security Role and Field Security setup for the user or team. CRM will honor the security and show the data that user is allowed to see.

Go ahead and create two personal views and setup Field Security profiles for different fields, then share it with users for whom you have Field Security setup.

Hope this helps.

Prabhakar,

SA IT Services Inc

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Esio 40 on at

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Is there a trick here? I can remove the user's access from Customization->System Form, then the systems dashboards will desapear. But if I do this, the user can't open any window? Is there other special permission that I can granto to disable the system dashboards?

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Gus Gonzalez 27,113 on at

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Hello,

When I want to "protect" Dashboards so they can be seen only by a selected group of people, I create a Personal Dashboard and I share it with the people who are supposed to see it.

Make sure when you share the dashboard not to give users the right to "Share" because your "members only" dashboard can end up being shared with the wrong crowd.

Does that make sense?

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Esio 40 on at

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No. I mean: there are a lot of 'system charts and system dashboards' and I don't want that a group of users don't see this system dashboards. How can I prevent it? If I revoce the 'system form' grant they will not see the dashboards but also they can't open any other form.

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Neil Benson 7,369 User Group Leader on at

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Esio, there is no supported method to prevent some users from accessing some dashboards. There are supported methods to prevent users from seeing restricted data within a dashboard, but not the dashboard itself.

Neil

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PnaomiW 190 on at

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Esio, your question is exactly what I'm dealing with!

It seems pointless to create a personal view & share it w/ someone when he or she can just as easily access data they're not supposed to see. There's nothing secure about that. System dashboards are unrestricted. So if we can't prevent people from seeing information at the Organization level, then the next best thing would be to just remove the System Dashboard. If that is not possible, then the whole security role idea becomes moot. Even with a lower level security role, our salespeople can still drill down and view information within a dashboard chart and even edit the data that makes up that dashboard. It would be great if we could deactivate the dashboard, just like you can do for other views. Unless, there is an item w/in the security role that allows that other than the Dashboard feature. Under Security Role settings, the Dashboard feature can either be set at the Organization level or not at all.

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Neil Benson 7,369 User Group Leader on at

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PnaomiW, dashboards do not let users see data they do not have privileges to see. Everyone can see the system dashboards, but the charts or list contents of the system dashboards might be different depending on each user's security role.

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AClark 35 on at

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One thing you can do is....

1. Create a system dashboard but set the DBrd's Tab(s) component property visibility to 'False'

This results in a blank page when anyone looks at it

2. You (or anyone that has rights to create a dashboard) can then make a personal Save As copy of the system dashboard (reset the Tab visibility) and share with the appropriate team

(downside loads of Qs re blank system dashboards )

(If System dashboard's are imported/exported in a solution you can even delete them once the personal DashBoards have been created - personal dashboards cant be packaged into a solution)

Not going to win any beauty prizes

Rgds Alan

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Kevin Crampton 70 on at

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Thanks all for your excellent suggestions.

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Community Member on at

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Kevin,

You can use a 2 step approach to resolve this issue:

1. Create a Security Role

2. Create your System Dashboard and assign the security role created in step one to it.

3. Assign the security role created in step 1 to the desired Users.

This method is okay especially if you want to import the solution later.

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