How to restrict a dashboard to a group of users
Ticketclosed
Quabbin Clinical Research · How to restrict a dashboard to a group of users
Rachel Feldman asked how to limit a dashboard to a clinical operations group. Kate Ormerod said it could be done by creating a group and setting sharing access, and the ticket closed on 4 May 2026.
What happened
What this says
As at Fri 9 Oct 2026Rachel Feldman asked how to limit a dashboard to a clinical operations group. Kate Ormerod said it could be done by creating a group and setting sharing access, and the ticket closed on 4 May 2026.
Problem: Rachel Feldman wanted study data visible to the clinical operations team without finance records, and asked whether a dashboard could be restricted to a group.
Handling: Kate Ormerod answered on 22 Apr 2026 with the steps: create a group, then limit the dashboard to it in its sharing settings. She replied in 408 minutes.
Watch: Kate offered a walkthrough if the steps did not match. The record does not show whether the group access was checked before the link was shared.
Details
Updated 9 Oct 26Trail
created · Rachel Feldman 22 Apr 2026 12:35Hello, I'd like to set up a dashboard for our clinical operations team so they can see study data without seeing finance records. Is there a way to restrict a dashboard to a group of users? One of our analysts has asked about it. I've checked the admin guide but I want to be sure I'm doing it properly before we roll it out. Regards, Rachel Feldman- Public reply · Kate Ormerod 22 Apr 2026 19:23Hi Rachel, thanks for getting in touch. Yes, you can do this. Create a group for the clinical operations team, then limit the dashboard to that group in its sharing settings. I'd check the group's access before you share the link more widely. If the steps don't match what you see, let me know and I'll walk you through them. Kate
- Status change · 4 May 2026 23:59