[SC-17750] Document role visibility for shared views, layouts, and Analytics pages

site/guide/reporting/_create-an-analytics-page.qmd

@@ -10,5 +10,6 @@ a. On the Add New Page module, enter the following:
 
     - **Page Name**
     - **Description** (optional)
+    - **Visible to Roles** (optional) — Select one or more organization roles to limit who can see the page. Leave empty to make the page visible to everyone in your organization.
 
-a. Click **Add New Page** to create your custom analytics page. 
+a. Click **Add New Page** to create your custom analytics page.

site/guide/reporting/manage-custom-reports.qmd

@@ -82,6 +82,27 @@ Add, edit, or remove custom data to your analytics within the {{< var validmind.
 
 :::
 
+### Restrict an analytics page to roles
+
+Custom analytics pages can be limited to selected organization roles, so that a page only appears on **{{< fa square-poll-vertical >}} Analytics** for the users who need it.
+
+{{< include /guide/shared/manage-views/_role-visibility.qmd >}}
+
+::: {.callout-important title="The default analytics page is always visible to everyone."}
+Because the default page is every user's fallback, it cannot be restricted to roles — the **Visible to Roles** option is not offered when editing it.
+
+:::
+
+To change who can see an existing custom page:
+
+1. On **{{< fa square-poll-vertical >}} Analytics**, click on the tab for the custom page you want to change.
+
+2. Click **{{< fa pencil >}} Edit Dashboard**.
+
+3. Click **{{< fa pencil >}} Details**.
+
+4. Add or remove roles under **Visible to Roles**, then click **Save Changes**.
+
 ## Edit custom analytics
 
 1. On **{{< fa square-poll-vertical >}} Analytics**, click on the tab for your custom page you'd like to edit the visualization for.

site/guide/shared/manage-views/_organization-field-views.qmd

@@ -42,7 +42,16 @@ To publish a saved personal layout to your organization, you must have permissio
 
 6. (Optional) Edit the **Layout Name** and **Description** for your shared layout.
 
-7. Click **{{< fa upload >}} Publish Layout** to share your layout with your organization.
+7. (Optional) Select one or more roles under **Visible to Roles** to limit which users can see the layout.
+
+8. Click **{{< fa upload >}} Publish Layout** to share your layout with your organization.
+
+{{< include /guide/shared/manage-views/_role-visibility.qmd >}}
+
+::: {.callout-important title="The organization default layout is always visible to everyone."}
+Because the default is the layout every user falls back to, it cannot be restricted to roles. If you set a role-restricted layout as the organization default, clear its roles first.^[[Set shared layout as default](#set-shared-layout-as-default)]
+
+:::
 
 ### Unpublish or remove shared layouts
 

site/guide/shared/manage-views/_organization-table-views.qmd

@@ -55,7 +55,13 @@ To publish a saved personal view to your organization, you must have permissions
 
 6. (Optional) Edit the **View Name** and **Description** for your shared view.
 
-7. Click **{{< fa upload >}} Publish View** to share your view with your organization.
+7. (Optional) Select one or more roles under **Visible to Roles** to limit which users can see the view.
+
+8. Click **{{< fa upload >}} Publish View** to share your view with your organization.
+
+{{< include /guide/shared/manage-views/_role-visibility.qmd >}}
+
+Role restrictions apply to shared views only — a personal view is only ever visible to you, so there is nothing to restrict. Unpublishing a view clears its role restriction.^[[Unpublish shared organization views](#unpublish-shared-organization-views)]
 
 ### Unpublish or remove shared views
 
@@ -94,12 +100,33 @@ To remove a saved organization view:
 
 ### Edit shared views
 
-Editing while a shared view is active updates your personal default view instead of modifying the organization view. To edit a shared organization view:
+#### Edit what a shared view contains
+
+Editing while a shared view is active updates your personal default view instead of modifying the organization view. To change the filters, columns, or sorting of a shared organization view:
 
 1. Unpublish the shared view from your organization.
 
 2. Make the desired changes to your personal view.
 
 3. Share the edited view with your organization.
 
+#### Edit a shared view's name, description, or roles
+
+Renaming a shared view or changing who can see it does not require unpublishing:
+
+1. Click on the name of your saved view, or **{{< fa bookmark >}} Select View** if you are not currently displaying a saved view.
+
+2. Select **Organization (#)**.
+
+3. Hover over the view you want to change.
+
+4. When the **{{< fa ellipsis-vertical >}}** menu appears, click on it and select **{{< fa pencil >}} Edit View**.
+
+5. Adjust the **View Name**, **Description**, or **Visible to Roles**, then click **Save Changes**.
+
+::: {.callout title="Displaying a view that's no longer available to you?"}
+Click **Exit View** to return to the default listing at any time.
+
+:::
+
 :::

site/guide/shared/manage-views/_role-visibility.qmd

@@ -0,0 +1,13 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+::: {.callout title="How role visibility is applied"}
+
+- **Leave {{< fa users >}} Visible to Roles empty** to make this available to everyone in your organization. This is the default.
+- Only organization roles can be selected,^[[Manage roles](/guide/configuration/manage-roles.qmd)] not record stakeholder types.^[[Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd)]
+- [{{< fa hand >}} Customer Admin]{.bubble} users are not affected by role restrictions — they continue to see everything shared with the organization.
+- Whoever published it keeps access, even if their own role isn't among the selected roles.
+- If every role a restriction relies on is later deleted, it stays hidden rather than becoming visible to everyone. An admin can still reach it to adjust the roles or unpublish it.
+
+:::

site/llm/chatbot-product-map.md

@@ -603,7 +603,7 @@
 **Docs (related):**
 
 - `/guide/configuration/customize-your-dashboard.html`
-  - Sections: Prerequisites; Manage dashboards; Add dashboards; Edit or remove dashboards; Manage widgets; Arrange widgets; Add widgets; Remove widgets
+  - Sections: Prerequisites; Manage dashboards; Add dashboards; Edit or remove dashboards; Share a dashboard with your organization; Manage widgets; Arrange widgets; Add widgets
 
 - *No direct help link in frontend; related docs inferred from keywords.*