Dashboard Actions and Permissions

As an administrator, you may need to create custom roles for your users to perform different actions. Below is a list of the actions that users can perform in Dashboard and the permissions required in order to perform them. These permissions must be enabled in the Admin application, in Security > Roles & Permissions.

View/Edit permissions for the dashboard itself enables users to view and edit the dashboard, but not to view or edit any of the widgets. To view and edit widgets, other permissions must be enabled (as listed below).

The permissions for each widget are located in the application permissions from which the widget displays information. So a QM widget's permissions would be located in the QM application permissions, and so on.

Action Permissions
View a dashboard Dashboard > General Permissions > Dashboard: View
Create a dashboard Dashboard > General Permissions > Dashboard: View + Edit
Edit a dashboard Dashboard > General Permissions > Dashboard: View + Edit
Delete a dashboard Dashboard > General Permissions > Dashboard: View + Edit
Project a dashboard Dashboard > General Permissions > Dashboard: View
Share a dashboard Dashboard > General Permissions > Dashboard: View + Edit

Admin > General Permissions > Employees: View

Duplicate a dashboard Dashboard > General Permissions > Dashboard: View + Edit
Take ownership of a dashboard Dashboard > General Permissions > Dashboard: View + Edit + Take Ownership
View QM widget: Plan Status QM Tools > My Zone > Plan Monitoring: On
View QM widget: Team Performance QM Tools > My Zone > Performance Monitoring: On
View QM widget: Calibration QM Tools > My Zone > Calibrations: View
View QM widget: Agent Scoring QM Tools > My Zone > Performance Monitoring: On
View QM widget: Evaluations and Coaching Events Coaching > My Zone > Coaching: On
View QM widget: Category Over Time QM Tools> Dashboard Widgets >Category Over Time: On
View QM widget: Top Categories QM Tools> Dashboard Widgets > Top Categories : On
View QM widget: Evaluator Performance QM Tools > My Zone > Performance Monitoring: On
View ACD widget: Agent State Counter ACD > ACD Dashboard Widgets > Agent Counter: On
View ACD widget: Agent List ACD > ACD Dashboard Widgets > Agent List: On
View ACD widget: Contact List ACD > ACD Dashboard Widgets > Contact List: On
View ACD widget: Contact States by Skill ACD > ACD Dashboard Widgets > Contact States by Skill: On
View ACD widget: Queue Counter ACD > ACD Dashboard Widgets > Queue Counter: On
View ACD widget: Service Level ACD > ACD Dashboard Widgets > Service Level: On
View ACD widget: Skill Summary ACD > ACD Dashboard Widgets > Skill Summary: On
View ACD widget: Unavailable Statistics ACD > ACD Dashboard Widgets > Unavailable Statistics: On
View WFM widget: AHT WFM > General Permissions > Intraday: On
View WFM widget: ASA WFM > General Permissions > Intraday: On
View WFM widget: Volume WFM > General Permissions > Intraday: On
View WFM widget: SLA WFM > General Permissions > Intraday: On