Apply tag-based access controls to dashboards and reports in Amazon Connect - Amazon Connect

Apply tag-based access controls to dashboards and reports in Amazon Connect

You can use resource tags and access control tags to apply granular access to users, queues, routing profiles, flows, flow modules, evaluation forms, and test cases on analytics user interfaces.

Tag-based access controls enable you to configure granular access to specific resources based on assigned resource tags. You can configure tag-based access controls by using the API or the Amazon Connect admin website for supported resources. You must configure resource tags and access control tags before tag-based access control is applied to users, queues, routing profiles, flows, flow modules, evaluation forms, and test cases on analytics pages. For more information, see Add tags to resources in Amazon Connect and Apply tag-based access control in Amazon Connect.

How to enable tag-based access control for dashboards and reports

To apply tags to control access to users, queues, routing profiles, flows, flow modules, evaluation forms, and test cases metrics in dashboards and reports:

  • Apply tags to the resources that you're going to use in the dashboards and reports, such as users, queues, routing profiles, flows, flow modules, evaluation forms, and test cases. For more information, see Add tags to resources in Amazon Connect.

  • You need to be assigned to a security profile that specifically grants you access to the resources that have been tagged. On the Security profiles page, choose Show advanced options to assign these permissions.

  • You will need one of the following permissions to view the reports and dashboards in the same security profile that has tag based access controls enabled:

    • Analytics and Optimization - Access metrics - Access: If you choose this option, access is granted to Real-time metrics, Historical metrics reports, Dashboards, and Agent activity audit.

    OR

    • Analytics and Optimization - Real-time metrics - Access

    OR

    • Analytics and Optimization - Historical metrics - Access

    OR

    • Analytics and Optimization - Dashboards - Access

    OR

    • Analytics and Optimization - Agent Activity Audit - Access

Additionally, you will need one or more relevant permissions to view specific resource data on dashboards and reports: Routing profiles - View, Queues - View, Users - View, Test Cases - View, Evaluation forms - manage form definitions - View, Flows - View, Flow modules - View, and Bot - View. The following image shows an example of security profile permissions that grant users the ability to view routing profiles, queues, and Amazon Connect user accounts.

Security profile permissions showing View permissions for routing profiles, queues, users, test cases, evaluation forms, flows, flow modules, and bots.

Important things to know when using tag-based access controls

  • The Dashboards support access controls on users, queues, routing profiles, flows, flow modules, evaluation forms, and test cases.

  • Real-time metrics and Historical metrics support access controls on users, queues, and routing profiles.

  • The Agent Activity Audit report supports access controls on users only.

  • The tag-based access control experience on the Real-time metrics, Historical metrics and Agent Activity Audit page remains unchanged after this launch for users that had tag based access controls enabled in their security profile before January 15, 2026. It will continue to work the same way. However, if you would like the enhanced tag based access controls experience on your historical metrics, real-time metrics, and Agent Activity Audit report, please contact the Amazon Connect service team to assist with the migration. When you migrate to the new tag based access controls experience, please note that starting January 15, 2026, the historical metrics, and Agent Activity Audit report will display 2 months of historical data. The retention period will increase by 1 day each day.

  • Access to view Agent Queues is disabled.

  • The Login/Logout report is not supported.

  • Scheduled reports are not supported.

  • Changes to resource tags are eventually consistent. After a data update, a brief delay may occur before the system reflects the latest value.

  • When you apply resource filters with tag-based access controls, you can view data only for resources in your security profile. For example, if you filter a widget by Queues Q1, Q2, and Q3, but your security profile grants access only to Q1 and Q2, the widget displays data for Q1 and Q2 only.

  • Dashboards and reports automatically apply tag-based access controls, displaying only data for resources that match the tags in your security profile.

  • When you filter metrics by resource tags you don't have access to, the dashboards and reports will display access restriction error.

  • Starting January 15, 2026, Dashboards with tag-based access controls will display 2 months of historical data. The retention period will increase by 1 day each day until reaching 3 months on February 15, 2026.

  • When you filter metrics by tags and select All accessible tags, the system restricts data to permitted tags for the selected resource types.

  • If you have tag-based access controls enabled in your security profile, and you want to share a report with another user with a different security profile, use the Tag filter to select the resource(s) and select All accessible tags before saving the report, see example on the image below. This ensures that the user opening the saved report with a different security profile will only view metrics on the same report based on the resource tags configured in their security profile.

    The Tag filter with All accessible tags option selected.
  • Dashboard widgets that do not have a default groupings are filtered by a default resource tag filter. The following table shows the resource type applied as a default filter for each widget:

    Widget Name Resource Type

    Agent assistance AI performance summary

    QUEUE

    Agent evaluation performance overview

    AGENT

    Agent performance overview

    AGENT

    AI agent performance trend

    QUEUE

    Average execution duration

    TEST_CASE

    Average handle time

    AGENT

    Average queue answer time and contacts queued trend

    QUEUE

    Average speed of answer

    QUEUE

    Contact performance summary

    AGENT

    Contact volume

    QUEUE

    Contacts analyzed by conversational analytics

    AGENT

    Contacts handled and average handle time trend

    QUEUE

    Current queue overview

    QUEUE

    Evaluation score trend

    AGENT

    Flow durations over time comparison

    FLOWS

    Flow outcome rates over time comparison

    FLOWS

    Flows performance summary

    FLOWS

    Intraday performance overview

    QUEUE

    Queue performance summary

    QUEUE

    Self service AI performance summary

    QUEUE

    Test execution summary

    TEST_CASE

How to transition to tag-based access control

If you open a saved report that you don't have permission to access anymore due to tag-based access control, or if groupings or filters that you don't have permissions to access anymore are applied to widgets or tables, you won't see data in those widgets or tables.

To view the data, perform one of the following steps:

  • If your widget or report does not have any groupings configured, add relevant authorized groupings such as users, queues, routing profiles, flows, flow modules, evaluation forms, and test cases.

  • To view metrics on Summary widgets on the Dashboard, use the Tag filter to select the resource and tags you have access to by selecting the first filter value All accessible tags. This gives you access to metrics based on all the resource tags configured in your security profile.

  • Create a new report that includes the resources you have access to.