You can control who sees and edits each dashboard in Gym Lead Machine (GLM) by setting dashboard permissions. Whether you want privacy or prefer to share and collaborate, permissions let you tailor each dashboard to your needs.
What Dashboard Permission Levels Are Available?
There are four permission levels for dashboards:
Level | Description |
|---|---|
FULL | Allows creating, editing, sharing, and deleting dashboards. |
EDIT | Allows editing a dashboard and its widgets but not deleting it. |
VIEW | Grants read-only access to a dashboard. |
ACCESS | Completely restricts access to a dashboard. |
What Can Each Permission Level Do?
The actions available on a dashboard depend on the permission level:
Action | FULL | EDIT | VIEW | NO ACCESS | PRIVATE DASHBOARD | OWNER |
|---|---|---|---|---|---|---|
Manage Permissions | Yes | No | No | No | No | Yes |
Delete Dashboard | Yes | No | No | No | No | Yes |
Set as Default Dashboard | Yes | No | No | No | No | Yes |
Edit Dashboard | Yes | Yes | No | No | No | Yes |
Clone Dashboard | Yes | Yes | No | No | No | Yes |
View Dashboard | Yes | Yes | Yes | No | No | Yes |
Duplicate to another Sub-Account | Yes | Yes | Yes | No | No | Yes |
Note:
Only users with Account Admin or Agency Roles with FULL access can set a dashboard as the default.
Duplicating to another sub-account is only available to Agency Roles.
How Do Roles Affect Dashboard Permissions?
The permissions interface changes based on the user's role:
Agency: Agency Admins have FULL access to all dashboards except private ones. They can set access rules for Agency Users, Account Admins, and Account Users.
Account: Account Users can set access only for Account Admins and Account Users. Agency Admins and Agency Users have FULL access to all non-private dashboards created by Account Admins/Users.
How Does the Permission Hierarchy Work?
Dashboard permissions are structured hierarchically to ensure proper access management:
Agency Admins > Agency Users > Account Admins > Account Users
This hierarchy ensures that changes to permissions for higher-level roles (such as Agency Admins) automatically adjust permissions for lower-level roles (such as Account Users) to maintain security and consistency.
Example: If both Account Users and Account Admins have EDIT permissions, changing the Account Admins' permissions to VIEW will also change Account Users' permissions to VIEW.
How to Set Permissions When Creating a New Dashboard
When creating a new dashboard, you can customize permissions right away. By default, new dashboards are private. Toggle the setting to adjust permissions as needed.
How to Manage Permissions for an Existing Dashboard
Only Dashboard Owners and users with FULL permissions can manage and update dashboard permissions.
Navigate to the dashboard and click the three-dot menu in the top right corner.
Select Manage Permissions from the dropdown menu.
Toggle Private Dashboard to keep it exclusive, or make sure it's off to share with other team members. Adjust the permissions based on your requirements.
Click Save to apply the new permissions.
If you have questions about dashboard permissions in Gym Lead Machine, our Support team is happy to help. Reach us at hello@usekilo.com.