Platform Analytics dashboard roles

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Platform Analytics Dashboard Roles

    Platform Analytics dashboards are designed with minimal role restrictions. Users across all roles have the ability to create, edit, and share dashboards, provided they have the necessary sharing rights. Certain roles, however, grant additional capabilities for managing and configuring dashboards effectively.

    Show full answer Show less

    Key Features

    • Dashboard Creation: Any user can create dashboards.
    • Sharing Rights: Users can share dashboards they created or were given sharing rights for. The vizadmin role or higher allows sharing of any data visualization.
    • Edit Rights: Users can edit dashboards they created or have been shared with editing rights. The dashboardadmin role is required for any dashboard edits.
    • Exporting and Scheduling: Users can export dashboards they can view. Scheduling exports requires specific roles: parscheduler for owned/shared dashboards and parscheduleradmin for all dashboards.
    • Configuration Roles: The dashboardadmin role is essential for advanced configuration tasks, including deleting and configuring dashboard details and settings.
    • Category Management: The analyticscategoriesadmin role allows for creating, editing, or deleting dashboard categories.

    Key Outcomes

    By understanding the roles associated with Platform Analytics dashboards, users can efficiently manage their dashboard activities. This ensures that they can create, share, and configure dashboards as needed, facilitating better data visualization and utilization within their organization.

    Platform Analytics dashboards have few role restrictions. Editing rights are granted by sharing, independent of role.

    Users with any role can create dashboards and share them with groups, users, and roles. These users can share a dashboard that has been shared with them if sharing rights were also granted. They can pass along editing rights if granted.

    The dashboard_admin role allows a user to configure, edit, or delete any dashboards, regardless of ownership or editing rights. Certain configuration tasks also require dashboard_admin.

    Tasks that integrate dashboards with Process Mining require the sn_process_optimization_analyst role.

    Users with the analytics_categories_admin role can create, edit, or delete dashboard categories.

    For a full guide to roles connected to Platform Analytics dashboards, see Platform Analytics roles.

    Table 1. Dashboard roles
    Use case Required role
    Create a dashboard Any role
    Share a dashboard Any role to share a data visualization that you created or that was shared with you with sharing rights. With the viz_admin role or higher, you can share any data visualization on the instance. When you share a data visualization, you can pass along the rights to share that visualization further. You also decide whether to share with editing rights or only viewing rights. If a data visualization has been shared with you with sharing and editing rights, you can also pass along editing rights.

    dashboard_admin to share any dashboard

    A role with read access to the Roles [sys_user_role] table to share with roles
    Edit a dashboard Any role, if you created the dashboard or have had it shared with you with editing rights.

    dashboard_admin or higher for any dashboard

    Technical dashboards also require ui_builder_admin
    Duplicate a dashboard Any role, if you can view the dashboard. You cannot duplicate technical dashboards.
    Create a printer-friendly copy of a dashboard Any role, if you can view the dashboard.
    Export a dashboard Any role, if you can view the dashboard.
    Schedule the export of a dashboard par_scheduler for dashboards that you own or that have been shared with you.

    par_scheduler_admin or higher for any dashboard
    Bookmark a dashboard Any role, if you can view the dashboard.
    Delete a dashboard Any role, if you created the dashboard.

    dashboard_admin or higher for any dashboard
    Configure dashboard details Any role, if you created the dashboard or have had it shared with you with editing rights.

    dashboard_admin or higher for any dashboard
    Configure dashboard settings Any role, if you created the dashboard or have had it shared with you with editing rights.

    dashboard_admin or higher for any dashboard
    Configure dashboard tab cache timeout admin