How can I share dashboards with custom project roles?

[Ryan Belmont]

I have dashboards that I've created that I'd like to put more fine-tuned restrictions in terms of views, probably at the project role level. However, I can't seem to select my custom roles from the share dropdown. I can only see the three default roles - admin, dev, and user. I'm assuming there's a permission flag somewhere that I'm missing, but I just can't seem to find it. Any help would be appreciated.

[RianA · Accepted solution]

Hi Ryan,

After reading through the dexription, most probably this cause by the membership of the user in that role. Please bear in mind that you only can share a dashboard to a role that your user has a membership in it. For example if User A want to share dashboard to Custom role, User A must be a member of Custom role.

Hope it helps.

Josua

[Ryan Belmont]

Hey Josua,

This does seem to have fixed the issue - I do find it odd though that as an administrator in the system I'd have to add myself to a specific role within a project (in this case, clients) to share dashboards with them, particularly when this isn't the case for default roles. Whatever works, I guess. Thanks for your help.

- Ryan

[Nica Huestegge]

In addition (cause I just found this via search and it didn't clarify my question completely): If you choose the option "all" then every user and group that has a role in this project gets the dashboard - or filter, where the same menu can be found - even if you don't see the role in the dropdown.