Permissions Required for AI Dashboards & Reports in BoldDesk
Updated:
To provide visibility into how AI features are performing—without giving users the ability to modify AI configurations—you can assign read‑only analytics permissions to the relevant roles. The specific permission to access BoldDesk’s AI dashboards and reports:
- Reports → View AI report
Grants read-only access to Reports module items under the System category (AI dashboards/reports). Users can open the report pages, filter (date/brand/channel), and export. They cannot create/manage scheduled reports unless that separate permission is enabled.
BoldDesk exposes all the AI analytics items in the Reports module.
- Reports (System)
| Dashboard Name | Tab Details |
|---|---|
| AI Agent Performance Dashboard | - Tab 1: AI Agent Performance Overview - Tab 2: AI Agent Conversation Report |
| AI Usage Dashboard | - Tab 1: AI Usage Overview - Tab 2: AI Copilot Conversation Report |
| AI Credits Usage Dashboard | - |
| AI Credits Consumption & Balance Dashboard | - |
How to Grant the Permissions
- Go to: Admin → Roles and Permissions → Open the role → Permissions tab.
- Enable Reports → View AI report
- Ensure the Reports module toggle is On.
- Scroll to Reporting permissions and check View AI report.
Frequently Asked Questions (FAQs)
Q1) What permissions are required to view AI analytic Dashboards?
- Reports → View AI report (shows AI dashboards/reports under Reports → System)
Q2: Does this permission allow editing or scheduling reports?
No. It only provides read‑only access.
To schedule or manage reports, additional permissions are required.
Q3: Does this permission grant access to non-AI reports?
Only AI-specific dashboards under Reports → System are included unless the user has other report permissions enabled.
