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Managing Access to Next-Generation Dashboards

Next-generation dashboards in Tracker use Power BI, a business analytics service from Microsoft. Power BI provides interactive visualizations and business intelligence capabilities in a simple user interface.
Tracker Coordinators and Company System Administrators can edit their users' profiles to enable their ability to use dashboards. Company System Administrators and Tracker coordinators can also set a next-generation dashboard as a user's Tracker home page.
Required role | System Administrator or Tracker Coordinator

Enabling Next-Generation Dashboards

To give users access to next-generation dashboards:
  1. Click
    Users
    >
    User list
     from the left navigation.
  2. Select
    Edit
    next to the name of the user.
  3. Next to
    Enable Power BI dashboards:
     select
    Yes
    .
  4. Additional fields appear that allow you to define the user's permissions:
    Fields
    Description
    (Optional) Grant this user access to the following persona based dashboard:
    This setting controls access to persona-based dashboards.
    1. Click the
      Select
      button. A panel opens, showing you the list of possible dashboards to select from.
    2. Check the checkboxes next to the dashboards you want this user to be able to access.
    3. Select
      Save
      .
    Enable dashboards access based on matter access:
    Select
    Yes
    to restrict the user's access based on their matter access. Otherwise, the users will have full access to dashboards.
    (Optional) Grant this User View access to Dashboard Manager?:
    With this option, the user will be able to view next-generation dashboards that have already been created.
    (Optional) Grant this User Edit access to Dashboard Manager?:
    With this option, the user will be able to create their own dashboards.
    On the toolbar, select
    Save & close
    .
Users will be able to open the Dashboard Manager from their home screen by selecting
Home > Dashboard Manager
from the left navigation.

Set Another User's Home Page to a Next-Generation Dashboard

Users with permissions to access next-generation dashboards can select a dashboard as another user's home page.
To set another user's home page to a next-generation dashboard:
  1. Select
    Home
    >
    Other's Dashboard
     in the left navigation.
  2. On the toolbar, select
    Select User
    .
  3. Do one of the following to find the user you want to add:
    Process
    Steps to complete
    To search for a user by name
    1. Select the
      Name Search
       button.
    2. Type a name in the fields provided. You can search by first name, last name, or both.
    3. Click
      Go
      .
    4. In the list that opens, use the
      Name
      column to select the user.
    To search for a user from a list
    1. Select the
      Show Lists
       button.
    2. Use the dropdown to select the category of users you want to show.
    3. Click
      Go
      .
    4. In the list that opens, use the
      Name
      column to select the user.
    To search all users
    1. Click
      Go
      .
    2. In the list that opens, use the
      Name
      column to select the user.
  4. Select
    >
     to expand the
    Search charts
    pane, then select the
    Next Generation Dashboards
    button.
    " "
  5. Click inside the search box to display the list of available dashboards.
  6. From the list, select the dashboard you want to use.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Dashboards
  • Audiences: Company