Access and sharing cheat sheet

Reference dashboard and report access and sharing options.

For detailed information on managing access to Dashboards and reports see Manage access to objects.

Object	RBAC permissions	Visibility settings	Sharing and duplicating
Command centers	• Dashboards & Reports > Dashboards > Enabled and • Command Center Dashboards > View	Public and visible to all authorized users.	Cannot be duplicated, edited, or deleted.
System dashboards	Dashboards & Reports > Dashboards > Enabled	Public and visible to all authorized users.	• Cannot be edited or deleted. • Users with access to a dashboard can duplicate it or create report templates from it.
Custom dashboards	Dashboards & Reports > Dashboards > Enabled	Restricted by default.	• Owner can grant Editor or Viewer permissions to specific users, groups, or API keys, or change the access level to Public. • If Restricted, users with Editor permission can take actions on the dashboard. • Users with Viewer permission can view, duplicate, or generate reports.
System report templates	Dashboards & Reports> Reports > Enabled	Public and visible to all authorized users.	• Cannot be edited or deleted. • Users with access to a template can generate reports or duplicate it.
Custom report templates	Dashboards & Reports> Reports > Enabled	Restricted by default.	• Owner can grant Editor or Viewer permissions to specific users, groups, or API keys, or change the access level to Public. • If Restricted, users with Editor permission can take actions on the report. • Users with Viewer permission can view, duplicate, or generate reports.
Custom widgets	Dashboards & Reports> Reports > Enabled	Restricted by default	• Owner can change the access level to Public. • If a widget (Public or Restricted) is included on a shared dashboard, users with access to dashboard can view the widget.