Published at: 2026-09-17
Manage enterprise dashboard authorization
Authorize Enterprise dashboards.
Permission Overview
Only CRM administrators and reports administrators have permission to create Enterprise dashboards. Only CRM administrators or reports administrators can authorize an Enterprise dashboard or revoke authorization.
Administrators create, edit, and authorize Enterprise dashboards; other roles can view them after authorization but cannot edit them. The view permission of an Enterprise dashboard can only be Private, and operation permissions are not supported.
Authorize an Enterprise Dashboard
On the reports list page or the Dashboards page, find the Enterprise dashboard to authorize, open its drop-down menu, and select Authorize to authorize or revoke authorization.
Authorized personnel can view the Enterprise dashboard and see data according to the authorizer’s data permission.
Revoke Authorization
To revoke a person’s access to an Enterprise dashboard, open the dashboard’s Authorize settings, remove the person, and save. After authorization is revoked, the Enterprise dashboard is no longer visible to that person.
Notes
- Enterprise dashboards can only be authorized for viewing. You cannot configure operation permissions such as editing for authorized personnel.
- Enterprise dashboards use the authorizer’s data permission. To constrain the display range, use the global filter.
- Enterprise dashboards do not support drill-down, view details, or chart-specific condition filters.
Expected Results
After authorization, authorized personnel can view the Enterprise dashboard and see data according to the authorizer’s data permission.