I have a dashboard where users can adjust their "viewing as" to see data for their direct reports (all reports filter to see MY XYZ). I have one user that is unable to see the "change" option at all in the upper left of their dash. Any ideas about the cause?
#Salesforce Admin #Reports & Dashboards
Most likely cause: that user is missing the
"View My Team's Dashboards" system permission.That permission is what enables the "Change" (View Dashboard As) control to appear at all without it, a user can only ever view the dashboard as themselves, so Salesforce doesn't show the option to change. Users who do have it get the "Change" link and can pick another user (bounded by role hierarchy / "below me" rules).
How to check/fix:
- Setup → Users → open that user's profile or an assigned Permission Set → System Permissions → check for "View My Team's Dashboards."
- If it's missing, add it via a permission set (cleaner than editing the profile if other users share that profile).
- Confirm the dashboard itself is a Dynamic Dashboard with "Let each user see data based on their own access" check Dashboard Properties. If it's set to "Run as specified user" without that toggle, that's an org-wide setting though, so it wouldn't explain a single-user difference.
If that permission is already present
, check these next, in order of likelihood:
- User License type some licenses (e.g. certain Platform/limited-access licenses) don't support dynamic dashboard "view as" even with the permission checked. Compare this user's license to a working user's.
- Role hierarchy position if they have no Role assigned (Role = blank), the "view as another user" picker can behave inconsistently. Confirm they have a role.
- Access path are they viewing this via the actual Dashboards tab, or an embedded dashboard component (e.g. on a Home page/App page)? Embedded dashboard components don't always render the Change control the same way as the native Dashboards tab.
- Mobile app If they're on Salesforce Mobile, View Dashboard As has historically had limited support there.
Start with the permission set comparison against a working user that's the fastest diagnostic and the most common root cause for this exact symptom.
I hope you find the above information helpful. If it does, please mark it as Best Answer to help others too.
