Dashboard Access & Permissions

The article explains dashboard permissions in Dashboards & Analytics, detailing how access is managed via BambooHR's custom access levels. It outlines the steps for configuring dashboard access, including selecting access levels, determining data visibility, and saving changes. Users can have various permissions, such as viewing only or creating dashboards, which are determined by their assigned access levels. The article also addresses common questions regarding dashboard visibility and user capabilities. It emphasizes that users can only access data for employees they have permission to view. For additional information, related articles are provided, covering topics like creating custom dashboards and dashboard analytics.

  • Jun 25, 2026
  • Knowledge

Title
Dashboard Access & Permissions
Article Text

How do dashboard permissions work?

Summary

Dashboard permissions control who can view, create, edit, and manage dashboards within Dashboards & Analytics. This guide explains how dashboard access works through BambooHR custom access levels and how permissions affect dashboard visibility and editing.

Expand AllCollapse All

Table of Contents

Who this is for
  • Account Owners
  • Full Admins
Before you start

Before managing dashboard permissions, keep the following in mind:

  • Dashboard access is managed through BambooHR custom access levels, not individual dashboard sharing settings.
  • Users with dashboard access can only view employees available through their assigned access level permissions, but they may have access to additional fields for those employees.

Changes made while editing a dashboard will affect all users who have access to that dashboard.

Step-by-step instructions

Step 1: Navigate to Access Levels

  1. Go to Settings > Access Levels.
  2. Select an existing custom access level or create a new one.
    • If you are editing an existing custom access level, click the gear icon and select Access Level Settings.

Step 2: Open dashboard access settings

Under What Can People with this Access Level Do?, click Reports.

Step 3: Select a dashboard access level

Use the Dashboard Access dropdown menu to choose the level of access users should have.

  • No Access: Users cannot access dashboards.
  • View Only: Users can view dashboards created by admins but cannot make changes.
  • View & Create: Users can view and create custom dashboards from available topics. This option is available only in the Elite package.

Users with View & Create access can create custom dashboards, but they cannot change access level permissions.

Step 4: Choose dashboard data access

If you select View Only or View & Create, choose how much dashboard data users can access:

  • All Data: Users can access all available dashboard topics.
  • Specific Data: Users can access only selected dashboard topics.

Step 5:  Select dashboard topics

If you select Specific Data, choose which dashboard topics users should be able to access.

Step 6: Save your changes

After configuring dashboard permissions, continue through the remaining access level settings and save your changes.

Dashboard visibility

Users will only see dashboards available through their assigned access level settings.

This includes:

  • Standard dashboards
  • Custom dashboards available through their access level settings
Common questions

Why can’t a user see a dashboard?

The user may not have dashboard access enabled through their assigned custom access level.

Can users edit standard dashboards?

No. 

Can users create custom dashboards?

Full Admins, Account Owners, and custom access level users with View & Create dashboard access can create custom dashboards.

Does dashboard access override employee permissions?

No. Users can only view data for employees they already have permission to view through BambooHR access level settings.

Do dashboard filters restrict employee permissions?

No. Filters only adjust the data displayed in the dashboard and do not override BambooHR access permissions.

URL Name
1937214