Troubleshoot Resources

Start with 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

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

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

  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!

— 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!

— 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 Resources → Troubleshooting

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

  • Chat Channel = 8 Resources
  • Dashboard = 11 Resources
  • Form = 15 Resources
  • And 5 more!

About Access to Org Resources

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

View Org Resource Permissions

In this example, Echo sees no Forms, despite three being listed under Org Resources.

  • The problem is, they haven't been Shared with Echo
    • A. Share with Yourself
      • Echo can share the Forms with herself → if she has the proper Admin-level security permissions to do so
    • B. Have Others Share it with You
      • Without the proper security permissions → another Super Admin or the Form's Owner must grant Echo access to individuals or to Groups of team members

A. Share with Yourself → (with Permission)

To Share Forms with youself:

  1. Open the Org Resources

  2. Click the expanding > icon next to a targeted Form

  3. Click the Share icons for each Form → one by one

  4. Select the Users or Groups you wish to add to the Form → ex. Echo and Guest Services

  5. Give them the required access → ex. Form Editor allows Echo to update a Form

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

Share Resources with Users or Roles

Share as you Create Resources

  • Normally, you'll share Resources as you create them!
  • To see how this is done, jump to the sharing index:

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

  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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Troubleshoot Resources