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  • NexPort Analytics
  • Getting Started
    • What's New in Analytics
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  • Quick Start
    • Create Custom Reports
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  • Reference
    • Create Custom Reports
      • Types of Reports
        • Subscriptions Report
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      • Types of Filters
        • Yes/No Filter
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      • Build a Custom Report
        • Manage Report Type
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        • Grouped By Column or Filter (Aggregate Report Mode only)
        • Functions (Aggregate Report Mode only)
        • Manage Columns (Flat Report Mode only)
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          • Add Filter to a Custom Report
          • Remove Filter from a Custom Report
          • Add OR Condition to Filter
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      • Create a Schedule for a Custom Report
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    • View Saved Reports
      • Rename a Report
      • Add Schedule to a Report
      • View the Schedule list for a Report
      • Delete a Report
    • Manage Dashboards
      • Analytics Dashboard Features
      • Dashboard Management
        • View and Search Dashboard listing
        • Create a Dashboard
        • Modify Dashboard details
        • Remove a Dashboard
        • View Audit Logs of an Organization
      • Dashboard Widget Management
        • Widget Management Icons
        • Widget Types
        • View and Search Widget in List Display
        • Add a Widget
          • Add a Custom Report Widget
          • Add a Line Chart Widget
          • Add a Bar Chart Widget
          • Add a Radar Chart Widget
          • Add a Pie Chart Widget
          • Add a Doughnut Chart Widget
          • Add a Polar Chart Widget
          • Add a Pivot Table Widget
        • Manage Dashboard Access
          • Permit or Revoke a User
            • View and Search Permitted Users Listing
            • View and Search all Users Listing
          • Restrict Data for Permitted User
            • View and Search Restricted Groups Listing
            • View and Search all Groups Listing
        • View Audit Logs for a specific Dashboard
        • Modify a Widget details
        • Remove a Widget
  • faqs
    • Common questions
    • Dashboard related questions
    • Custom report related questions
    • Schedule custom report related questions
  • Glossary
    • Glossary
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  1. Reference
  2. Manage Dashboards
  3. Dashboard Widget Management
  4. Manage Dashboard Access

Permit or Revoke a User

You can permit or revoke a user access to dashboard within your own organization or its descendants.

PreviousManage Dashboard AccessNextView and Search Permitted Users Listing

Last updated 2 years ago

Restricting a user’s dashboard view after granting them access to the dashboard is based on the filters that you select while creating or editing a dashboard. The following table describes how the filtering works.

Filter
Description

NexPort Permissions

If the dashboard is set to obey NexPort permissions filtering, then it filters out the report data by memberships in their NexPort permitted groups. You cannot add restrictions from within Analytics. You need to log in to NexPort to make any permission changes.

Dashboard

If the dashboard is set to obey Dashboard filtering, then by default you are allowing the user to view data for an organization and its children. However, you can add restrictions to only allow the users to view membership data in certain groups or organizations.

This topic includes:

To permit or revoke a user:

Step 1: On the Analytics homepage, click Manage Dashboards.

The Dashboards Groups page is displayed.

Step 2: Select a group to view its dashboards.

A dashboard list of the selected group is displayed.

Step 3: Select a dashboard (Grid view or List view) to which you need to view users to grant access.

The <DashboardName> page is displayed.

The Manage Users dialog box is displayed.

Step 5: Click the All Users tab.

Step 6: Click Permit or Revoke next to the user whom you need to give access or remove access to the dashboard.

In the Permitted Users tab, click Revoke next to the user whose access to the dashboard you need to remove.

Step 7: Click Done.

In My Dashboards area, the dashboard is displayed for that user.

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Step 4: In the upper-right corner, click the icon.

View and Search Permitted Users Listing
View and Search all Users Listing