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Zorluk: OrtaDashboard Running User and Visibility Settings

An administrator at Meridian BioTech is setting up analytics for the sales team. The VP of Sales requests two specific security behaviors: first, regional sales managers should view their operational dashboard components populated strictly with records they own or share according to record-level access settings; second, senior executives require a consolidated performance dashboard that always displays company-wide totals regardless of who views it. Which TWO configurations should the administrator implement to satisfy these security requirements?

  1. Configure the regional sales manager dashboard as a dynamic dashboard by setting the running user to 'Run as the logged-in user'.Cevap
  2. B
    Granting View access to a dashboard folder automatically updates the Organization-Wide Defaults (OWD) for underlying report objects.
  3. Configure the consolidated executive dashboard as a static dashboard with the VP of Sales specified as the running user.Cevap
  4. D
    Enable dynamic running user options on the executive dashboard so viewers can drill down into source report records they do not normally have sharing access to view.
  5. E
    Set the executive dashboard source report folder permissions to 'Manage' so that static running user access rules are bypassed for non-administrative viewers.

Cevap

The administrator must set the regional sales manager dashboard to run as the logged-in user (dynamic dashboard) and set the consolidated executive dashboard to run as a static running user (the VP of Sales).
The requirement for regional managers to see only their own accessible data is fulfilled by configuring a dynamic dashboard running as the logged-in user. The requirement for executives to view aggregated company totals regardless of their personal sharing permissions is met by setting a static running user with top-level data access, such as the VP of Sales.

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1
Analyze requirement 1: Regional managers must view data based on their individual security access.
Dynamic dashboards ('Run as the logged-in user') display component data customized to the security and sharing privileges of the user currently viewing the dashboard.
This guarantees that record-level security (OWD, sharing rules, role hierarchy) is strictly enforced per manager.
2
Analyze requirement 2: Senior executives must see company-wide totals summarized on one dashboard regardless of personal record sharing.
Static dashboards run using a designated user's security context (e.g., VP of Sales who has visibility into all records). All viewers see component metrics calculated through that running user's permissions.
Static dashboards allow broad metric aggregation without modifying underlying record-level sharing.

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Dashboard Running User and Visibility Settings
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Dashboard Running User and Visibility Settings

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