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Core pathHighest valueCaution

Giving access

Give exactly the right people the right level of access.

There are two questions, not one: who can see it, and who can change it.

Manage Access sits in the dashboard header — on the dashboard itself, not in Settings, so whoever built it can share it.

The dialog lists Groups first — C-Level, Employee, External, Head of department, Investor and the rest — then individuals, with a search box for finding one quickly.

Each row has two checkboxes: Read and Write. Read lets someone open the dashboard. Write lets them change it. The column headers carry select-all boxes, which is convenient and worth using carefully — granting Write to a whole group is one click.

Prefer groups to individuals. A group stays right as people join and leave; a list of names is correct on the day you write it and quietly wrong six months later.

⚠ External is a group like any other in this dialog. Ticking it is how a dashboard reaches someone outside the company, so it deserves a second look before you press Save.

The Manage Access dialog showing a search box, Read and Write columns each with a select-all checkbox in the header, and a Groups list in which C-Level has both boxes ticked.
  1. 1Search, for finding one group or person quickly
  2. 2Read, with its select-all checkbox in the header
  3. 3Write, with its own select-all
  4. 4Groups, listed before individuals
  5. 5C-Level, granted both Read and Write
  6. 6External — a group like any other in this list

ValueWorks 2026.08

Takeaways

  • ⚠ Caution

    Manage Access is on the dashboard, so its builder can share it.

  • Two separate rights: Read to open, Write to change.

  • Grant to groups, not individuals — and look twice before ticking External.

Surfaces covered

  • Reporting

Also taught in the Academy

Module 4 · Build your own views

Take it as lesson 4.7 in Business Analyst & FP&A