Manual Permissions to dashboards in EE and Lifecycle Projects | XM Community
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In EE and Lifecycle projects, within the participants section, there is an option to manually grant a specific person access to a results dashboard without assigning them to a role. I believe roles are essential for tracking who has access to the dashboard.

My question is: if permissions are granted manually, is there any way to identify or record them? This information doesn’t seem to appear when exporting the participant list.

with manual permissions you can not track by export, you have to maintain your own list. roles are best but yes sometimes we have to give some additional rights to some colleagues.


Hi ​@YenMejia_Voce

Yes, there is no direct way to export user-defined permissions for all participants at once. You can only go through each participant's window and check the permissions.


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