diff --git a/docs-mintlify/docs/explore-analyze/dashboards/dashboard-agent.mdx b/docs-mintlify/docs/explore-analyze/dashboards/dashboard-agent.mdx index 063676c078149..4a5e54c53c0d7 100644 --- a/docs-mintlify/docs/explore-analyze/dashboards/dashboard-agent.mdx +++ b/docs-mintlify/docs/explore-analyze/dashboards/dashboard-agent.mdx @@ -114,10 +114,23 @@ contents — text, PDF, ZIP, and image files are supported. supported. Confirm this in your deployment before relying on it. +## Editing without edit access to this dashboard + +If you have the Explorer role or higher but don't have edit access to this +specific dashboard's workbook, asking the agent to change something doesn't +just explain the limitation. Instead, the agent duplicates the dashboard into +a new workbook that you own, applies your requested change to that copy, and +hands you off to the new dashboard — the original is never touched. If you do +have edit access to the dashboard's workbook, the agent edits it in place +instead. + ## What the Dashboard Agent can and can't do -The published Dashboard Agent can answer questions and adjust your own view, but -it never changes the **saved** dashboard. +The published Dashboard Agent can answer questions and adjust your own view, +but it never changes the **saved** dashboard — unless it duplicates it for you +first, as described in +[Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard) +above. **It can:** @@ -137,11 +150,16 @@ it never changes the **saved** dashboard. - Save its filter or time-granularity changes to the dashboard — they apply to your session only and never change what other viewers see -- Edit the dashboard, or add/remove widgets +- Edit this dashboard directly, or add/remove its widgets — if you have the + Explorer role or higher, it duplicates the dashboard into a new workbook + and edits the copy instead, or edits in place if you have edit access to + the dashboard's workbook; see + [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard) - Create reports or workbooks - Change the data model -If you need any of those, use the [Workbook Agent][ref-workbook-agent] instead. +If you need any of those and don't have the Explorer role or higher, use the +[Workbook Agent][ref-workbook-agent] instead. ## Limitations @@ -151,9 +169,12 @@ If you need any of those, use the [Workbook Agent][ref-workbook-agent] instead. applies to your session only — it is never saved to the dashboard. If you ask it to change something with no control on the dashboard, it explains the current state instead of applying a change. -- **No authoring on published dashboards.** The published Dashboard Agent - cannot create reports or build dashboards, edit the saved dashboard, or change - the data model. Those live in the [Workbook Agent][ref-workbook-agent]. +- **No authoring on published dashboards for viewers without the Explorer + role.** The published Dashboard Agent cannot create reports or build + dashboards, edit the saved dashboard, or change the data model. Those live + in the [Workbook Agent][ref-workbook-agent]. Explorer-role-and-above viewers + get a form of authoring too — see + [Editing without edit access to this dashboard](#editing-without-edit-access-to-this-dashboard). - **Report search covers published reports only.** When the agent searches for existing reports, it sees published reports.