Dashboard Permissions
In the
Permissions
section of a dashboard, you can Add,
Delete
and edit existing Permissions.Managing Permissions
note
Please note that any user with edit rights and the corresponding URL link, can edit the dashboard panel configuration.
To add new Permissions, click
Add
.
And select either
System group
or Organisation
.note
This enables you to give permissions to Organisations and Groups of people.
The
Add
system group
or Add organisation
screen opens.
You can select multiple system groups or organisations to give permissions to. Once selected, click
Add
. The groups and/or organisations are added.
Now that the groups and/or organisations have been added, you can select which permissions each user within each group gets. To give each group View and Edit rights, click the corresponding check box. To make a dashboard, the organisation/group default dashboard, select the
Default
check box.
Click
Save
to save your changes. note
Please note that if
View
is not selected, no one may view this dashboard.If you want to delete a group or organisation's permissions, select the checkbox next to the group or organisation.
And click
Delete
.The following warning message opens.
Click
Delete
to permanently delete the permissions.Dashboard management
Alongside permissions, there are other options to help you manage your dashboards. After clicking the dashboard you want to manage, the
Dashboard settings
- screen opens.
You can change the name, tooltip and description for your Dashboard (including the translations you have set), copy a link to your dashboard, manage the selected categories and choose whether you want to display the dashboard title.
If you make any changes to your dashboard, click
Save
to save your changes. After you create your system dashboard and configure the permissions, you can configure default landing pages for organisations and system groups.