How to set up a cross-region account dashboard with locked permissions
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Merriott Lyle Distribution · How to set up a cross-region account dashboard with locked permissions
Deepa Chauhan is building a cross-region account dashboard for around thirty North branch managers. Deepa cannot find where to manage the dashboard viewers role.
What happened
What this says
As at Fri 9 Oct 2026Deepa Chauhan is building a cross-region account dashboard for around thirty North branch managers. Deepa cannot find where to manage the dashboard viewers role.
Problem: credit control and regional teams work from separate reports, and Deepa Chauhan wants one account view with view-only access for the regions.
Handling: Bethan Lister replied in 115 minutes, confirmed the approach and asked for a test on one account. Deepa Chauhan built a test dashboard and the filters worked well, and the refresh completes by 07:00 on business days, which suits the 08:00 meeting.
Watch: the thread ends on the permissions question, and the record does not show an answer. The North rollout to around thirty branch managers may point to user headroom, though the tier is not in the record.
Details
Updated 9 Oct 26Trail
created · Deepa Chauhan 12 Jun 2025 16:31Hi, I need to set up a monthly review where our credit control and regional teams see the same account data - orders, disputes, calls and invoices together. Right now they're working from different reports and when we spot a discrepancy it turns into a blame conversation instead of a data one. I've looked at the dashboards builder and think I can build what we need. But I need to work out three things: how to filter by region, how to make sure the data is fresh before our morning meeting, and how to lock down permissions so the regions can see it but can't edit the mappings. Which account should I start with? Thanks, Deepa- Public reply · Bethan Lister 12 Jun 2025 18:26Hi Deepa, Just so I've got this right - you want a dashboard with orders, disputes, calls and invoices by account, and view-only access for the regions. That's the right approach. Two things: how many regions will have access, and when is the morning meeting? The refresh completes by 07:00 each business day. For the dashboard, the steps are: create it, add the account query, set the filters you want, then publish with view-only access. Can you try building a test dashboard for one account and tell me what you see? Thanks, Bethan
- Public reply · Deepa Chauhan 16 Jun 2025 09:59Hi Bethan, I started with the North region - we've got around thirty branch managers there. The meeting is at 08:00. I built a test dashboard for one account and the filters are working well. Where I'm stuck is the permissions - I can see a 'dashboard viewers' role but I can't find where to manage it in the system. Can you tell me where that setting is? Thanks, Deepa
- Status change · 23 Jun 2025 23:59