---
title: "Manage global dashboard permissions"
slug: "manage-global-dashboard-permissions"
updated: 2026-04-25T01:33:14Z
published: 2026-04-25T01:33:14Z
---

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

# Manage global dashboard permissions

## Overview

You can set which office employees can view, edit, and export content from the dashboard, allowing you to protect access to sensitive data. You can set permissions by company role or for an individual.

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### 

#### Who uses this feature

- Administrators

## Things to know

- You must have the office employee permission *Allow editing of reporting permissions* enabled to edit dashboard permissions. Administrators have this permission enabled by default. For more, see [Set administrative reporting permissions](/v1/docs/set-reports-related-permissions#set-administrative-reporting-permissions).
- [Set reporting permissions](/v1/docs/set-reports-related-permissions) to manage view and edit access to Custom Dashboard modules based on the report template used in the module.
- Reporting permissions do not apply to the Modular Dashboard. To restrict access to specific modules of the Modular Dashboard, see [Manage Modular Dashboard settings](/v1/docs/manage-modular-dashboard-settings).
- To view dashboards, office employees must also have the *View Dashboard* permission enabled. You can enable this permission for an [individual](/v1/docs/set-permissions-for-an-individual-employee-or-technician) or by [company role](/v1/docs/set-permissions-for-an-employee-or-technician-role).

## Set permissions by company role

1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****.
2. In the side panel, go to **Operations**> **Dashboards**. *Dashboard Settings* opens.
3. In the *Permissions* tab, for the role you want to set permissions for, select a permission to enable it:

> **Note:** You cannot select the edit or export options without also selecting the view option. Use the **Actions** dropdown to manage sharing access for all company roles. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-global-dashboard-permissions-image-xylhd8uu.png)
  1. **View Dashboards**: Can view dashboards
  2. **Edit Dashboards**: Can edit dashboards and dashboard modules
  3. **Export Modular Dashboard Drilldown**: Can export drilldown report details as XLSX or PDF files
4. When you’re finished, click **Save Changes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-global-dashboard-permissions-image-bc8zygyu.png)
5. In the *Save Changes?* pop-up, click **Save** to confirm the action.

> **Note:** To apply the new permissions to employees already assigned to that role, select **Apply changes to existing users**. Otherwise, the new permissions only apply to office employees assigned to that role *after* you save the changes. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-global-dashboard-permissions-image-mfmt56oa.png)

Set permissions by office employee

1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****.
2. In the side panel, go to **Operations**> **Dashboards**. *Dashboard Settings* opens.
3. In the *Permission* tab, click **Manage by role** and select **Manage individual users** from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-global-dashboard-permissions-image-mj3ny4ps.png)
4. For the individual you want to set permissions for, select a permission to enable or disable it:

> **Note:** You cannot select the edit or export options without also selecting the view option. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-global-dashboard-permissions-image-rk7qehgd.png)
  1. **View Dashboards**: Can view dashboards
  2. **Edit Dashboards**: Can edit dashboards and dashboard modules
  3. **Export Modular Dashboard Drilldown**: Can export drilldown report details as XLSX or PDF files
5. When you’re finished, click **Save Changes**.
6. In the *Save Changes?* pop-up, click **Save** to confirm the action.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard)
- See [Create custom reports](/v1/docs/create-custom-reports)