Custom Dashboard Permissions

This page provides an overview of permissions for custom dashboards in AppDynamics.

The predefined role is the Dashboards Viewer. The permissions of this role are limited to viewing custom dashboards in the Tenant UI. The permissions of this role apply if you do not set more specific permissions for an individual custom dashboard.

Each custom dashboard inherits the default custom dashboard permissions unless you override the defaults by configuring separate explicit permissions for individual dashboards.

For example, you could have a custom dashboard called SalesDashboard and a custom role SalesRole, and a second custom dashboard called FinanceDashboard, and a second custom role FinanceRole. The SalesRole could be configured to have permissions in the SalesDashboard but not in the FinanceDashboard and so on.

Creating custom dashboard templates requires the Configure 'My Dashboards' for Tiers and Nodes permission, which you can set at the application level. See Application Permissions.

Default Permissions

Changes made to the default or custom permissions are automatically applied to existing and future dashboards. These permissions can be used to create special permissions for specific dashboards and override default permissions.

You can configure default permissions on the Admin.jsp page as follows:

1. Click  and select Administration.

2. Click Roles.

   1. Select General and click Create. 
   2. Provide details (name and description) about the role.
   3. Click Dashboards and select the permissions that you want this role to acquire. 
   4. Select Can Create Dashboards to grant role permission to create new dashboards.
   5. Select Default Permissions for this role: View, Edit, Delete, or Share.

   6. Click Save.

      

      You cannot edit the permissions of the listed dashboard roles because they are set by default.

      If any of the dashboard permissions in the custom permissions list matches with the default permissions, that entry will be removed from the custom list.

3. Click Users. 

   1. Create a new user or select an existing user.

   2. Select one or more options to assign the required role to the user.

   3. You can assign all the available roles to the user at once or disable them all at once.

4. Click Save.

Dashboard Permissions

Share Permission

You can allow the users to share their dashboards publicly (without requiring a login) with the share permission. This permission allows you to control the permissions that a user or a role can acquire.

Enable the Share Permission

You can enable the Share icon on the dashboard after configuring the default share permissions:

1. Navigate to Dashboards & Reports and click Dashboards. 
2. Right-click a dashboard.
3. Select Share > Share Dashboard.
   This table shows you how the Share icon appears on the dashboard menu based on the values assigned to share permission and the shared status:

When the share permission is activated yet no role with share access exists, dashboard users cannot share the dashboard. You must update all default roles with share=true when appropriate.