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docs(dashboards): document Dashboard Agent duplicate-then-edit for Explorer-role viewers #11491

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35 changes: 28 additions & 7 deletions docs-mintlify/docs/explore-analyze/dashboards/dashboard-agent.mdx
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Expand Up @@ -114,10 +114,23 @@ contents — text, PDF, ZIP, and image files are supported.
supported. Confirm this in your deployment before relying on it.
</Note>

## 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.
Comment on lines +117 to +125

@claude claude Bot Aug 6, 2026

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Two small things on the new section:

  1. The heading says "without edit access," but the last sentence covers the with edit access case too. "Editing the dashboard" (or "Asking the agent to edit the dashboard") would match the content and also be the heading a reader scans for. Note this would change the anchor in the three places that link to it.
  2. Explorer is bolded and linked to the roles docs elsewhere in the docs (admin/ai/skills.mdx:121, docs/explore-analyze/skills.mdx:64). Worth matching — a viewer reading this page has no way to check what role they have.
Suggested change
## 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.
## Editing the dashboard
If you have the **Explorer** [role][ref-roles] 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.

([ref-roles]: /admin/users-and-permissions would need adding to the link block at the bottom.)


## 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:**

Expand All @@ -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)
Comment on lines +153 to +157

@claude claude Bot Aug 6, 2026

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This bullet lives under It can't: but its body describes two things the agent can do (duplicate-and-edit, or edit in place). A can't-list entry that spends four lines listing capabilities is hard to scan and self-contradictory.

Cleaner split: keep the can't-bullet minimal and move the capability to It can:.

Suggested change
- 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)
- Change the saved dashboard without your permission — with the Explorer role
or higher it edits a duplicate you own, or edits in place if you have edit
access; 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.
Comment on lines +161 to +162

@claude claude Bot Aug 6, 2026

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This over-generalizes the exception. "Any of those" covers creating reports or workbooks and changing the data model — an Explorer still needs the Workbook Agent for both. The new behavior only exempts editing this dashboard. As written, an Explorer reading this concludes they don't need the Workbook Agent at all.

Suggested change
If you need any of those and don't have the Explorer role or higher, use the
[Workbook Agent][ref-workbook-agent] instead.
To create reports or workbooks, or to change the data model, use the
[Workbook Agent][ref-workbook-agent] instead.


## Limitations

Expand All @@ -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).
Comment on lines +172 to +177

@claude claude Bot Aug 6, 2026

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The bolded lead is now a two-line clause that wraps mid-phrase ("...for viewers without the Explorer / role.") — the Limitations bullets are meant to be scannable one-liners. Also, "get a form of authoring too" is vague where the rest of the page is specific.

This is the fourth place the same duplicate-then-edit fact is stated (new section, "can/can't" intro, "It can't" bullet, here). docs-mintlify/CLAUDE.md asks to "say it once" — a shorter pointer is enough here.

Suggested change
- **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).
- **Limited authoring on published dashboards.** The published Dashboard Agent
cannot create reports or workbooks, or change the data model — those live in
the [Workbook Agent][ref-workbook-agent]. Editing the dashboard itself
requires the Explorer role or higher; 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.

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