All Ideas

Idea Details

Upvote Downvote

Post an Idea

4,370 Points

Open

Felix Hughes-Morgan

Edit Dashboards Created by Different User (With Manage/Edit Permissions)

Operational Dashboards

Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions. The Knowledge Article on this topic states: "Note: If the "Edit" button appears for a dashboard the user didn't create, the "Insufficient Privileges" message will display when the user attempts to edit the dashboard."

In this case, you can make all the edits without interruption, but when you try and save your changes, it will show you the 'Insufficient Privileges' message.

This means that it isn't possible to have a dashboard that mulltiple users can edit and update unless you have the 'View All Data' permission enabled for the profiles concerned. This does not work if there are any limitations on what different users should be able to see.

It would be useful to be able to manage and edit individual dashboards jointly amongst users without having to give them permission to see all data.

Merge Idea · Flag

Comments ( 49 )

Sort By

Amy Linebarger - 14 days ago

@Megan - you can change the dashboard's running user to you or another active user.
@Giselle - if you change the running user to be the person you created the dashboard for, he will be able to edit it.

Flag

Megan Washington - 14 days ago

We have dashboards created by a now inactive user, that we are unable to edit. This needs to be fixed.
- Flag
Mairis Kivi - 15 days ago

This would be a great help for managers, team leaders who need this fucntionality to lead their teams. Please add!
- Flag
Giselle Miller - 20 days ago

I started creating a dashboard for a user. I expected him to be able to modify it from here. Nope! PLEASE get this fixed. I don't need to be spending my time modifying dashboards....
- Flag
Kate B. - 28 days ago

Please add this functionality. It has caused issues in our org, where "View All Data" is not a viable option for the users who need to collaborate on dashboards.
- Flag
Louise Taylor - 1 month ago

This is awful, permission given to manage dashboards in public folders and manage on the dashboard yet a User can't make any changes - please fix this asap Salesforce, it is a real issue.
- Flag

Chris Hyndman - 1 month ago

This needs to be addressed as soon as possible. We have multiple clients who need the autonmy to allow different team members to update exisiting dashboards. We do not want these users to have the view all permissions. We want to empower our new and exisiting users to use Salesforce's full functionality without them having to ask an admin for help.

Flag

Nicole Franzen - 1 month ago

hope to see this solved very soon.
- Flag
David Herrero - 1 month ago

Sometimes salesforce limitations seems to be a bad joke
- Flag
Drew Edinger - 2 months ago

This is clearly a bug. Dashboard managers can delete dashboards created by other users but they can edit without view all data.
- Flag
Joseph Pledger - 2 months ago

This needs to be updated very quickly. When someone creates a dashboard and then subsequently leaves the company the ability to manage that dashboard by their replacement is lost.
- Flag

Cassie Georg - 2 months ago

Nice suggestion from Amy Linebarger & Evan below... That worked for me.

From this article, I used this suggestion below and it worked for me. Thanks, Evan! Although I suppose it might not work for every scenario based on the user's level of access.

User-added image