Current State
Newly provisioned PX users who have not yet logged in (status = Pending) cannot be included in user-based sharing for dashboards and reports. Sharing options are limited to “Public,” which creates one of two issues:
- Low trust: Dashboards must be publicly editable, exposing them to unintended changes.
- Poor first experience: Pending users see no shared assets when they log in, reducing perceived value.
Example Scenario
A CS leader wants to use PX to view adoption data. A dashboard exists for them, and ideally, they log in and simply filter by any customer ID in their book of business. Today, this is not possible because:
- To filter a shared dashboard, users need Edit permission.
- Direct sharing requires the user to be Active, so we cannot share dashboards or reports until they log in and change status from Pending to Active, unless we settle for completely open public write/edit access.
Current Workarounds
- Make dashboards Public with write access for all users (low trust).
- Ask the user to log in, confirm, then manually share dashboards/reports (awkward and inefficient).
Business Impact
Everyone’s org is different, but in most of them you get one shot to demonstrate value. In the current state, a new user either logs in to find dashboards that are constantly open to public changes (so low trust), or an initial user experience that literally does not provide them with any value (no shared assets to view)
Please allow Dashboard and Report sharing for Pending PX users so we can have productive first sessions with our largest PX user group