Tasks Related to User Dashboards
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Default Security Roles and Required Privileges
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Can Task Be Done Offline?
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Create or edit a user dashboard
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Security roles: Any
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on User Dashboard
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No
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Make a copy of an existing dashboard
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Security roles: Any
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. on User Dashboard
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No
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Delete a dashboard
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Security roles: Any
Privileges: Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role. on User Dashboard
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No
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Share or assign a dashboard
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Security roles: Any
Privileges: Share The related entity records will also be shared with the same user or team. or Assign The related records will be assigned to the same user. on User Dashboard
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No
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Set as a default dashboard
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Security roles: Any
Privileges: Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on User Settings
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No
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System Forms Tasks Related to System Dashboards
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Default Security Roles and Required Privileges
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Can Task Be Done Offline?
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Create or edit a system dashboard
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Security roles: System Administrator or System Customizer
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on System Form
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No
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Make a copy of an existing system dashboard
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Security roles: System Administrator or System Customizer
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. on System Form
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No
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Delete a system dashboard
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Security roles: System Administrator or System Customizer
Privileges: Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role.on System Form
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No
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Set as default dashboard
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Security roles: System Administrator or System Administrator
Privileges: Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on System Form
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No
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