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At Universal containers, all US Sales reps should be able to view the US Team dashboard, however, only the US sales directors should be able to see the data in the component and view its source report. How can an app builder ensure the proper access is granted?
Correct Answer: C
Sharing the dashboard folder with roles and subordinates of the US Sales Director and sharing the report folder with the role of US Sales Director will ensure that only the US sales directors can see the data in the component and view its source report, while all US sales reps can view the US Team dashboard. Making the US Sales Director the running user will show only his or her data in the component, not the whole team's data. Making the dashboard dynamic will show different data depending on who is viewing it, not based on their role. Sharing the dashboard with the public group US Sales Reps and sharing the dashboard source reports folder with the US Sales Director profile will not prevent other profiles from accessing the reports if they have access to the report folder.
Recent Comments (The most recent comments are at the top.)
Mary Jane - Jul 11, 2025
Its A.
🧠 Why This Strategy Works: Running User = US Sales Director
This means the dashboard components will show data as if viewed by the Sales Director.
US Sales Reps will see the visual dashboard but only data that they have access to based on their profile permissions.
Dashboard Folder Sharing
Share the dashboard folder with the US Sales Rep role so reps can access and view the dashboard itself.
Do not share the report folder — this keeps the report source hidden from reps while allowing the dashboard to render with filtered data.
Recent Comments (The most recent comments are at the top.)
Its A.
🧠 Why This Strategy Works:
Running User = US Sales Director
This means the dashboard components will show data as if viewed by the Sales Director.
US Sales Reps will see the visual dashboard but only data that they have access to based on their profile permissions.
Dashboard Folder Sharing
Share the dashboard folder with the US Sales Rep role so reps can access and view the dashboard itself.
Do not share the report folder — this keeps the report source hidden from reps while allowing the dashboard to render with filtered data.
⚠️ Reports remain inaccessible unless explicitly shared, protecting sensitive details from broader visibility.