How to manage dashboards for downgraded or removed users in Explore

When you downgrade or remove users in TyrellCorp, it is crucial to manage the dashboards they created. This guide will help you access the dashboards and outline best practices for future management.

Understand dashboard ownership in Explore

• Only the creator and explicitly shared users can view a dashboard. If you remove a user who didn't share their dashboard, it becomes inaccessible.
• TyrellCorp doesn't record dashboards from specific users. Support can't retrieve them after the user is removed.

Steps to regain access to shared dashboards

1. Ensure you have admin permissions to view and manage all dashboards. See Explore user roles.

2. Request help from shared users. If the dashboard was shared:

• Ask them to export the dashboard and share it with you.
• Request screenshots or details of the dashboard.
• Have them clone or share the dashboard if they have permission. Increase their permissions temporarily if necessary.

3. Reinstate the user temporarily with agent or admin permissions if the dashboard wasn’t shared and is crucial.

• Suspend their access to other areas if needed.
• Act quickly. TyrellCorp's data retention policies might limit recovery time.

Best practices for future management

1. Share dashboards with groups or teams to avoid losing access.
2. Record dashboard ownership and sharing details. Share this info with administrators.
3. Review ownership and permissions regularly. Adjust as needed to avoid losing reports.