— Org Resource Sharing

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User Resource Profiles

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

Each profile includes a complete inventory of shared Dashboard, Form and Conversation (Chat). You can troubleshoot Resource issues from a User's Profile.

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

• 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

   

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

   

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

   

5. Click the ⌄ chevron to close the Resource lists

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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
• Elevate or Delete Form and Record Access
• Elevate or Delete Chat Conversation Access

— 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

   

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

   

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

   

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

   

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!

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— 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

   

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

   

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

   

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

   

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!

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— 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

   

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

   

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

   

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

   

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

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

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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

   

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Share Resources with Users or Roles

Share as you create your Resources

• Normally, you'll share Resources as you create them!
• To see how this is done, jump to the following pages:
  • Share Forms
  • Share Dashboards
  • Share a Channel

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

• Alpha doesn't have access to any Dashboards!

  

To Share Dashboards with Alpha:

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

2. Click the familiar Share Dashboard button for any Dashboard

   

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

   

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

   • See About Role-based User Access to learn more

   

5. Tap Save Changes

verify resource access

• Happily, Alpha now has access to four Dashboards!

  

• Repeat the above process to share Chats and Forms!

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