Map roles first
List the teams, leaders and external stakeholders who need dashboard access.
Help Center Guide
Control dashboard access
Share the right dashboard views with the right people while protecting sensitive information.
Step-by-step guide
Control dashboard access
Share the right dashboard views with the right people while protecting sensitive information.
Use role-based permissions
Give each role the minimum level of access required to understand and act on its work.
Separate internal and external views
Create client-safe or partner-safe dashboards when sensitive operational data should remain internal.
Review access regularly
Audit permissions whenever teams, projects or responsibilities change.
Control dashboard access
Use this practical checklist to configure the workflow cleanly and avoid common setup issues.
- 01
Map roles first
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 02
Use role-based permissions
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 03
Separate internal and external views
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 04
Review access regularly
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
- 05
Publish and review with stakeholders
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
Recommended next step
Turn guidance into a working system
Apply the guide in a controlled workspace, test it with real users and connect the result to live reporting.
Configure
Set the structure, ownership and permission rules that support the workflow.
Validate
Test the complete experience with sample data before rolling it out broadly.
Improve
Use activity and reporting data to refine the process after launch.