Dash comes with two Permissions Sets:

  • Engagio Dash System Admin Permission Set
  • Engagio Dash User Permission Set

As their names suggest, the admin permissions include the ability to modify all Dash objects and fields, whereas the user permissions allow users to read only. In addition, the user permissions don't include any visibility into Dash configuration objects - and instead only include permissions that are necessary to see the output of Dash in reports and dashboards.

Engagio Dash ObjectsUser
Permission Set
System Admin
Permission Set
Account Status SettingsNo PermissionsRead, Create, Edit, Delete, View All, Modify All
Campaign AttributionRead OnlyRead, Create, Edit, Delete, View All, Modify All
Campaign Member Field SettingsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
Customer JourneysRead OnlyRead, Create, Edit, Delete, View All, Modify All
Customer PathsRead OnlyRead, Create, Edit, Delete, View All, Modify All
Global SettingsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
JobsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
Lead Status SettingsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
Lifecycle Stage SettingsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
LogsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
Opportunity Stage SettingsNo Permissions
Read, Create, Edit, Delete, View All, Modify All
Path StatisticsNo Permissions
Read, Create, Edit, Delete, View All, Modify All