From 6e06907d8710572e494b740e348750942be36e70 Mon Sep 17 00:00:00 2001 From: Claude Date: Thu, 6 Aug 2026 00:24:23 +0000 Subject: [PATCH] docs(dashboards): document Dashboard Agent duplicate-then-edit for Explorer-role viewers (CUB-3052) Explorer-role-and-above viewers who lack edit access to a published dashboard's workbook can now ask the Dashboard Agent to make a change; it duplicates the dashboard into a new workbook they own, applies the change to the copy, and hands off to the new dashboard instead of just explaining the limitation. Editors with workbook edit access continue to edit in place. Co-Authored-By: Claude Sonnet 5 Claude-Session: https://claude.ai/code/session_014LqH3dZ9Vw8NzqBWCqtj1s --- .../dashboards/dashboard-agent.mdx | 35 +++++++++++++++---- 1 file changed, 28 insertions(+), 7 deletions(-) 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.