Set Up Access for System Administrators

Before You Begin: This is step two in a five-step process for configuring Dashboards access permissions. See Configure User Access to Dashboards.

System admins are users who configure access for other users in your organization. They need to have full access to Dashboards features to perform this role. To configure access for a system admin, you need to provide them with all permissions for Dashboards features in both System Admin > Roles and in Dashboards Setup.

User Roles and Access Authorizations

For system administrator user roles, in System Admin > Roles, select all of the checkboxes for each of the three Dashboards access authorizations in the Authorizations tab:

In the Features tab in System Admin > Roles, select all of the role features under Dashboards:

Dashboard and Data Source Access for System Admins

You configure access to dashboards and data sources in Reporting and Analytics > Dashboards > Dashboards Setup.

To configure access for user roles in the system admin group:

1. Go to Reporting and Analytics > Dashboards > Dashboards Setup.
2. In the list of user roles, find the system admin role and click the Data Sources link next to that role. 
3. Select all of the checkboxes for the system admin role, and click Save. In the screenshot below, the "Client Administrator" user role is a system admin role:
4. 
4. Click Back to go back to the list of roles.
5. Click the Dashboard Groups link next to the system admin user role.
6. Select all of the checkboxes and click Save.
7. Click Back.