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— Users & Groups

User Resource Profiles​

You can review and update a User's specific Resource Access from their User profile.

Each profile includes a complete inventory of shared Dashboards, Forms and Conversations (Chats). You can troubleshoot Resource issues from a User's Profile.

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Troubleshoot User Access​

Conveniently troubleshoot Resource sharing directly from a User's profile. For example:

  • Delete a User from a Dashboard by clicking the Red X

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  • Elevate or Restrict User permissions, for example:
    • Make a Dashboard Viewer an Access Manager
    • Turn an Access Manager into the Dashboard Owner
    • Customize any User's Access permissions

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View & Update User Resources​

First, View a User's Resource Access permissions, and then make the necessary Updates to their Dashboards, Chat Conversations, or Forms.

1. View Resource Access Permissions​

To view a User's Resource Access inventory:

  1. Open the Users page

  2. Click on any User to see their User Resource profile

    Pick User Delta

  3. Open any of the Resource categories by clicking an expanding > icon

    Open Resource

  4. Notice the access Permissions a User has for each Resource → ex. View, Create, Update, Share

    Permissions

  5. Click the ⌄ chevron to close the Resource lists

2. Update User Resource Permissions​

The updating process for Dashboards, Forms, and Chats has been standardized in the Resource Access section. See:

— Elevate or Delete Dashboard Access​

To update User permissions to Dashboards:

  1. Open the Users page and click on any User

  2. Open the Dashboard category by clicking its expanding > icon

    Open Resource

  3. Click the familiar Share Dashboard button for any Dashboard you wish to update

    Click the Share Dashboard button

  4. Update access by selecting a new option from the list → and choose Save Changes

    Change access

  5. Delete access completely by clicking the Red X → or escape by clicking Cancel

    Red

You must first share a Dashboard before altering permissions

  • If you have not yet shared a Dashboard with a User then it will not appear in their Resource Access inventory

  • To learn all about Sharing Dashboards, jump to our Share Dashboards article for all the details!

— Elevate or Delete Form and Record Access​

To update User permissions to Form and Records:

  1. Open the Users page and click on any User

  2. Open the Form category by clicking its expanding > icon

    Open Resource

  3. Click the familiar Share Form button for any Form you wish to update

    Click the Share Form button

  4. Update access by selecting a new option from the list → and choose Save Changes

    Change acces

  5. Delete access completely by clicking the Red X → or escape by clicking Cancel

    Red

You must first share a Form before altering permissions

  • If you have not yet shared a Form with a User then it will not appear in their Resource Access inventory

  • Read our Share Forms article to learn all about it!

— Elevate or Delete Chat Conversation Access​

To update User permissions to you Chat Conversations:

  1. Open the Users page and click on any User

  2. Open the Conversation category by clicking its expand > icons

    Open Resource

  3. Click the familiar Share Conversation button for any Chat you wish to update

    Click the Share Conversation button

  4. Update access by selecting a new option from the list → and choose Save Changes

    Change access

  5. Delete access completely by clicking the Red X → or escape by clicking Cancel

    Red

You must first share a Chat Channel before altering permissions

  • If you have not yet shared a Channel with a User, it will not appear in their Resource Access inventory

  • Head to our Share a Chat Channel article to learn more!

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Org Resource Inventory​

View all of the Resources available in your organization at a glance by opening the Org Resources inventory. The image below displays 10 Resources:

  • Conversation = 1 Resource
  • Dashboard = 4 Resources
  • Form = 5 Resources

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About Access to Org Resources
  • Access to Org Resources is granted to Super Admins and the SwitchBase Support Team
  • If you need access, chat with your Admin or your SwitchBase Account Rep

View Org Resource Permissions​

To reveal the Resource Permissions for any category → ex. Dashboard:

  1. Click the expanding > icon next to the targeted Dashboard

  2. Notice the number of individual Users and Roles associated with each Dashboard

    Expand

Share Resources with Users or Roles​

Share as you create your Resources

Conveniently, you can troubleshoot Resource Access directly from your Org Resource inventory. For example:

  • Alpha doesn't have access to any Dashboards!

    No access

To Share Dashboards with Alpha:

  1. Click the Dashboard Resource category's expanding > icon

  2. Click the familiar Share Dashboard button for any Dashboard

    Click the Share Dashboard button

  3. Search for an available Role or a User's Name

    • If you are denied permission to Share a Dashboard, read Prepare to Share to see if that solves the issue

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  4. Select an Access option from the list → and choose Save Changes

    Change access

  5. Tap Save Changes

verify resource access

  • Happily, Alpha now has access to four Dashboards!

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  • Repeat the above process to share Chats and Forms!

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