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The HoopAI Platform provides advanced custom permissions for dashboards, giving you precise control over who can view, edit, and manage each dashboard. This feature ensures your data is both secure and appropriately accessible to the right team members.

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Permission levels

Choose from four distinct permission levels:

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Role-based access

  • Account Admin — Full view access to all dashboards unless otherwise configured
  • Account User — Access based on their assigned user permissions
Permissions follow role hierarchy. Lower-level roles cannot have higher access than higher-level roles in your account.

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Setting up permissions when creating a dashboard

When creating a new dashboard, you are prompted to configure permissions before finishing setup:
  1. Toggle the Private Dashboard option if you want the dashboard to be visible only to specific users
  2. Assign permission levels to individual users or user roles
  3. Click Confirm to proceed

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Managing permissions on an existing dashboard

1

Open the options menu

Click the three dots at the top-right corner of the dashboard and select “Manage Permissions”.
Manage permissions button

Access Manage Permissions from the dashboard options menu

2

Configure access

Toggle the Private Dashboard option if needed, then choose the desired permission level for each user.
Dashboard permissions panel

Dashboard permissions panel showing user permission options

The four permission levels are available for each user: Full, Edit, View, and No Access.
3

Save

Click Save to apply the updated permissions.
Widget user condition

Widget conditions — use the Logged in User operator so each team member sees only their own data

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Displaying user-specific data in widgets

To configure widgets so each team member only sees their own data:
  1. Open the widget’s Conditions tab
  2. Add a User condition
  3. Set the operator to “Logged in User”
This ensures that when a team member views the dashboard, they see only their own data in that widget rather than data for all users.

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Frequently asked questions

During the creation process, you will have the option to set permissions. Toggle the Private Dashboard option if required and assign the desired permission levels before clicking Confirm.
Yes. Click on the three dots at the top right corner of the dashboard and select “Manage Permissions” to update permissions at any time.
Full (create, edit, share, delete), Edit (edit only), View (read-only), and No Access (completely restricted).
Ensure you have Full access to the dashboard. Users with Edit or View permissions cannot manage dashboard permissions — only owners and Full-access users can.
Confirm the correct permission level is assigned. Check whether the dashboard is set to Private and ensure the affected user is explicitly granted access.
Last modified on March 4, 2026