> For the complete documentation index, see [llms.txt](https://docs.ovaledge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ovaledge.com/release8.3/administration/security/dashboards.md).

# Dashboards

The "Dashboard Security" allows administrators to control access to system and custom dashboards, ensuring data security and user visibility.

**Dashboard Types:**

* **System Dashboards:** Pre-built dashboards offer immediate insights into key metrics, eliminating configuration needs.
* **Custom Dashboards:** Allow users to create personalized dashboards with their preferred reports and organization.
* **Favorites Dashboards:** Individual user workspaces for managing and organizing reports based on their needs. (Automatically created for each user.)

**Security Features (Administrators only):**

* **Control Access:** Define who can view, manage, and add reports to different dashboard types.

  <figure><img src="https://content.gitbook.com/content/8fgltewNgYZ8ucAp7Svt/blobs/9R5Gsari5HWi7bD6u5W0/image.png" alt=""><figcaption></figcaption></figure>

**Dashboard Permissions**&#x20;

OE\_ADMIN and users with the "ovaledge.role.admin" role can manage access permissions for dashboards (system, custom, and favorites).

* **Grant/Deny Access:** Control which users or roles can view, manage, and add reports to different dashboards.
* **Bulk Permission Management:** Efficiently update role permissions across multiple dashboards simultaneously.

**Detailed Permission Management:**

* **Individual Permissions:** Add, modify, or delete metadata (view/edit) permissions for specific roles or users on individual dashboards.
* **Role-Based Access:** Set metadata permissions for roles based on license type limitations.

**Additional Actions:**

* **Define Dashboard Admin:** Assign a role as admin for a dashboard, granting them the highest permissions (OE\_ADMIN or "ovaledge.role.admin" only).
* **Delete Dashboards:** Delete existing dashboards.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.ovaledge.com/release8.3/administration/security/dashboards.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
