Dashboard showing for every user without permissions
Hey Decisions,
I've recently made a dashboard page, and I have assigned permissions to a group, so that the users of that group see that page when logging into the portal.
However currently when logging in, even though the permissions are only for a specific group, everyone is able to see the dashboard including users who shouldn't be able to.
Why is this?
Comments
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Hey there, thanks for using the Decisions Community Forum
There are two main ways to set visibility on dashboards for your users:
The most basic way is to give either your user, or group of users the 'Can View' Permission on the dashboard.
Another way to allow them to have permissions to view the dashboard, is by using the 'User Portal Visibility'.
Be aware that if you set the User Portal Visibility to either hide or show, this is global, meaning regardless of if users or groups have or lack the correct permissions, the dashboard you set this on will either show or be hidden for everyone.
If you've set the portal visibility and want to reset it so only the permissions you designated are used, use the portal visibility reset action.
Here's out documentation on this, which includes some GIFs showing how the visibility rules work:
https://documentation.decisions.com/docs/folder-portal-visibility
And here's our documentation on folder permissions:
https://documentation.decisions.com/docs/setting-folder-permissions
Regards,
Levi | Decisions Support
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This happens because project-level permissions were granted.
If a user or group is given Can View permission at the project level, that permission applies to all public folders within the project. As a result, any user with project-level access can see all dashboards, even if you intended to restrict them to a specific group.
How to fix this:
- Avoid giving Can View / Can Open permissions at the project level unless it is required for all users.
- Grant permissions at the folder level where the dashboard or flows are created.
- Assign Can View / Can Open permissions only to the required groups on the specific folders.
- Based on the user or group, control access by applying permissions to their respective folders.
By managing permissions at the folder level instead of the project level, only the intended users will be able to see the dashboard.
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