Dashboards

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Dashboards

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The Dashboard page allows you to configure which dashboards are available to specific roles or groups of users based on their assigned access rights.

 

This page gives you control on which dashboards users can view and interact with to ensure that each role only has access to information relevant to their responsibilities. This helps improve usability, maintain data security, and provide a more focused and efficient user experience.

 

 

To add a dashboard, follow these steps:

 

1.In the Dashboards grid, click the Add button to display the Dashboards selection pop-up window.

 

2.In the Dashboards selection window, mark the checkbox that corresponds to the dashboard that you want to give permission to the users in this role. You may grant the role access rights to multiple dashboards by marking multiple checkboxes. The dashboards with checkboxes marked will be automatically displayed in the Dashboard grid. Click the OK button to proceed; otherwise, click Cancel.

 

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Note: You may click the checkbox in the header to automatically select all dashboards available.

 

3.To delete a dashboard from the Dashboards grid, select the dashboard you want to delete; then, click the Delete button in the grid toolbar. In the pop-up message that appears, click Yes to confirm deletion; otherwise, click No.

 

 

 

See Also

Manage Roles and Users

Access Rights

Extended Rights

Users

Companies

Add, Update, or Delete Users

 

 

 

 

 

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