Getting Started with Self Service Dashboards

👤 This documentation is intended for Administrators.

Note: Self Service Dashboards is an additional feature. Site administrators can contact their Account Manager for additional information.

This page covers enabling access and navigating to the Self Service Dashboard Feature

For Business Teams, Self Service reduces their dependency on Data Teams for their analytical needs by providing an interactive and autonomous experience to engage with insights and answer their second, third, and fourth questions on their own.

For Data Teams, Self Service reduces the amount of time and resources spent answering predictable and routine questions from business teams by enabling them to focus on the most strategic projects and complex analysis the business needs to move forward in the market.

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<LI><a href="#EnableAcess">Enabling Access</a></LI>
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<LI><a href="#EnableAcess">Enabling Access to Self Service Dashboards to Existing users</a></LI>
<LI><a href="#EnableAcessNew">Enabling Access to Self Service Dashboards to New Users</a></LI>
<LI><a href="#API">Using the User and Role Management API </a></LI>
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<LI><a href="#NavigateSSD">Navigating between Workbooks and Self-Service Dashboards</a></LI>
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Enabling Access

Enabling Access to Self Service Dashboards to Existing users

To enable access to an existing user for Self Service Dashboards, click on Site settings and then click on Roles and Policies. Then, click on the Users tab. Select the user to provide access to and click on the gear icon and select ‘Access Rights’.

To enable access to Self Service Dashboards, check the box next to Dashboards and click ‘Save’.

This will create a view user in Self Service Dashboards. This documentation will go through the steps to adjust permissions in Self Service Dashboards.

Note: When Self Service Dashboards is enabled on the account, all existing Workbook admins will be created as admins in Self Service Dashboards.

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Enabling Access to Self Service Dashboards to New Users

To enable access to a new user for Self Service Dashboards, click on Site settings and then click on Roles and Policies. Then, click on the Users tab. Next, Click on Add User and enter in the users information. Click the check box next to Dashboards and click Save.

This will create a view user in Self Service Dashboards. This documentation will go through the steps to adjust permissions in Self Service Dashboards.

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Using the User and Role Management API 

Alternatively, site admins can use API calls to manager user permission for both RBAC and Groups.

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Navigating between Workbooks and Self-Service Dashboards

After users are granted access to Self-Service Dashboards, the user can navigate to Dashboards by clicking on the Workbooks tab at the top of the browser.  Then, click on Dashboards and this will open up a new tab containing Self Service Dashboards.

The new Self Service Dashboard board is built on a managed cloud services version of Sisense of Bi/Analytics.


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