> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard permissions

> Control who can view, edit, and manage dashboards with four permission levels — Full, Edit, View, and No Access.

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.

## Permission levels

Choose from four distinct permission levels:

| Level         | Capabilities                                     |
| ------------- | ------------------------------------------------ |
| **Full**      | Create, edit, share, and delete dashboards       |
| **Edit**      | Edit a dashboard and its widgets — cannot delete |
| **View**      | Read-only access to the dashboard                |
| **No Access** | Restricted — dashboard is entirely hidden        |

### Role-based access

* **Account Admin** — Full view access to all dashboards unless otherwise configured
* **Account User** — Access based on their assigned user permissions

<Note>
  Permissions follow role hierarchy. Lower-level roles cannot have higher access than higher-level roles in your account.
</Note>

***

## 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

***

## Managing permissions on an existing dashboard

<Steps>
  <Step title="Open the options menu">
    Click the **three dots** at the top-right corner of the dashboard and select **"Manage Permissions"**.

    <Frame caption="Access Manage Permissions from the dashboard options menu">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/E5RqsVYHqu08Wwk2/images/dashboard-permissions-manage.png?fit=max&auto=format&n=E5RqsVYHqu08Wwk2&q=85&s=ca1d93103fcd7a925cb749eb38f48f91" alt="Manage permissions button" width="1640" height="607" data-path="images/dashboard-permissions-manage.png" />
    </Frame>
  </Step>

  <Step title="Configure access">
    Toggle the **Private Dashboard** option if needed, then choose the desired permission level for each user.

    <Frame caption="Dashboard permissions panel showing user permission options">
      <img src="https://mintcdn.com/hoopai-84ec0cdc/E5RqsVYHqu08Wwk2/images/dashboard-permissions-levels.png?fit=max&auto=format&n=E5RqsVYHqu08Wwk2&q=85&s=804dabdf51ef7c7536cbeb982995284f" alt="Dashboard permissions panel" width="1515" height="464" data-path="images/dashboard-permissions-levels.png" />
    </Frame>

    The four permission levels are available for each user: **Full**, **Edit**, **View**, and **No Access**.
  </Step>

  <Step title="Save">
    Click **Save** to apply the updated permissions.
  </Step>
</Steps>

<Frame caption="Widget conditions — use the Logged in User operator so each team member sees only their own data">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/E5RqsVYHqu08Wwk2/images/dashboard-widgets-conditions.png?fit=max&auto=format&n=E5RqsVYHqu08Wwk2&q=85&s=1b55a8e8dc6d1f7caf89080a4fa304c4" alt="Widget user condition" width="623" height="425" data-path="images/dashboard-widgets-conditions.png" />
</Frame>

***

## 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.

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How do I set permissions when creating a new dashboard?">
    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.
  </Accordion>

  <Accordion title="Can I update permissions after creating a dashboard?">
    Yes. Click on the three dots at the top right corner of the dashboard and select "Manage Permissions" to update permissions at any time.
  </Accordion>

  <Accordion title="What are the four permission levels?">
    Full (create, edit, share, delete), Edit (edit only), View (read-only), and No Access (completely restricted).
  </Accordion>

  <Accordion title="Why can't I update permissions on a dashboard?">
    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.
  </Accordion>

  <Accordion title="Users cannot see the dashboard even though permissions are set">
    Confirm the correct permission level is assigned. Check whether the dashboard is set to Private and ensure the affected user is explicitly granted access.
  </Accordion>
</AccordionGroup>