Sales Dashboard Not Available After New Role Created

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Posted on by Jerry P.

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I created a new security role based on the CSR role, however the user does not have the Sales Dashboard anymore, that they previously had. I am not seeing any entity that would give access to that. User does have access to the entities that were in the dashboard. What am I missing to have it available to user?

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Jerry P. 225 on at

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I answered my own question. The security role I created was not part of the "Display only to these selected security roles." in the dashboard customization/enable security role. Once I added my new role, Bob became my uncle.

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