At Dashboard Level

Dashboard permissions allow you to control who can see and who can edit each dashboard, using the same permission system as tables and fields. Restrict a finance dashboard to the people who work with it, or open a company dashboard to everyone while limiting editing to its maintainers.

Configuring Dashboard Permissions

1. Click the ⋯ icon next to the dashboard name in the sidebar.

2. Select Permissions.

   

3. Use the dropdowns to configure:

   • Dashboard Visibility - who can view this dashboard
   • Dashboard Editing - who can edit this dashboard and its widgets

   

Each permission can be restricted by role (such as Viewers and up or Editors & up) or limited to specific users or teams, the same permission system used by table permissions. Use Reset to default to remove a custom setting.

Notes

• A dashboard hidden from a user is treated as non-existent for them: it disappears from the sidebar and is excluded from APIs and AI features that list dashboards.
• Editing permissions cover the dashboard and everything on it, including adding, changing, or removing widgets and their filters.
• Base Owners always retain access, so a dashboard can never be locked out of reach.
• Public sharing is unavailable while a dashboard has custom visibility permissions. Reset visibility to default to share the dashboard publicly.