Editing Dashboards
When a dashboard is created and published, it enters the Published state Creating and Publishing a Dashboard. When a user makes an edit to a Published dashboard, that dashboard is locked for that user and put into an Edit-in-progress state so that no other users can edit the dashboard. The dashboard will remain in an Edit-in-progress state until the user publishes or reverts their changes.
Any other user viewing the Edit-in-progress dashboard will see the original Published dashboard without any of the in-progress changes. The user will also see a Locked icon next to the status pill, indicating that this dashboard cannot be edited. Hovering over this icon will display the name of the user currently editing the dashboard, ensuring transparency in editing access.
The users who can edit a Custom, Published dashboard are those users with any of these roles: account-admin, account-analytics-author, account-application-admin.
In general, users with any of these roles can edit (or create or delete) any custom (non-Out Of the Box) dashboard that they can see in the Grid/Table views, whether they are in Draft or Published mode. Users with just account-user role can only view existing dashboards.
Editing and Saving Changes
If a user initiates editing by selecting Edit or Edit properties for a Published dashboard, the dashboard transitions into the Edit-in-progress state and is locked to the current user. While in the Edit-in-progress state, any modifications made are only visible to the current user. These changes do not affect the published version until the current user publishes their changes.
Any other users viewing this dashboard will see the status as Published with a lock icon, indicating that the dashboard is temporarily locked for editing by another user.
Navigating to the Edit page for a Published dashboard will automatically put the dashboard in an Edit-in-progress state. When using the Edit properties modal, the dashboard will not actually go into the Edit-in-progress state until the edits are saved.
Publishing the Modified Dashboard
Once finished with dashboard updates, the dashboard needs to be Published to commit the changes, and unlock the dashboard. Upon publishing, the dashboard returns to the Published state, making the updated version visible to all users and releasing the editing lock, thereby allowing others to initiate new edits.
Additionally, the editing user can use the Revert option to discard any in-progress changes. Reverting a dashboard discards all unsaved changes and restores the dashboard to its original Published state and status for everyone, removing the lock icon and effectively treating it as if no edits were ever started.