Dashboard running user and folder access for field reps and managers
Key Takeaway
A dashboard shows data through its running user's access. If "View Dashboard As" is one specific user, every viewer sees what that user can see, including records beyond their own sharing restrictions. Choose "The dashboard viewer" so each person sees only the data they have access to.
Two things control what field reps and their managers see when they open a dashboard, including on the Life Sciences Cloud mobile app. The running user decides whose data access the dashboard reflects. Folder access decides who can see, change, or share the dashboards and reports stored in a folder.
The running user
A dashboard shows data from each widget's source report. A viewer sees that data based on the privileges and access of the dashboard's running user. So choosing the running user is how you control which data a dashboard exposes.