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Dashboard access error: "Insufficient privileges"

Udgivelsesdato: Apr 9, 2023
Beskrivelse

 

The 'Insufficient privileges' error appears when Users with the following licenses attempt to access a dashboard:
 

  • Chatter
  • Force.com Lightning Platform
  • Customer Portal
  • Company Community Portal
  • Partner Portal


For a non-Dynamic Dashboard, the error occurs because the Running User for the dashboard has a different license type than the User attempting to access it.

For a Dynamic Dashboard, the error occurs because the original Running User or Creator of the dashboard likely has a full Salesforce.com license.

Løsning

 

Resolve the 'Insufficient Privileges' dashboard error


Provide the User with the 'Manage Dashboards in Public Folders' permission to resolve the issue. See Enhanced Folder Sharing in Reports and Dashboards for steps.

To configure access for specific dashboards, you can edit each dashboard's settings with the steps below:


In Salesforce Classic mode:


1. Access the dashboard, then click Edit.
2. Next to View dashboard as,' click the dropdown and select Run as a specified user, then click OK.
3. In the 'View Dashboard as' field, enter the name of a user with a Salesforce Platform license. Click the name when it appears.
4. Next 'View dashboard as,' click the dropdown and select Run as logged in user, then click OK.
5. Click Save.


In Salesforce Lightning mode:


1. Access the dashboard, then click Edit.
2. Click the Edit Dashboard Properties icon (gear icon).
3. Under 'View dashboard as,' select Another person.
4. Enter the name of a user with a Salesforce Platform license. Click the name when it appears.
5. Click Save.
  
  

Vidensartikelnummer

000387032

 
Indlæser
Salesforce Help | Article