This section describes how to grant Users and Groups access to Dashboards
Before you begin, note the following:
- The Dashboard definition main form does not have to be in edit mode to add Users and Group permissions.
To grant User or Group permission to a Dashboard, complete the following steps:
- Go to Dashboards Main Menu > Live Data Dashboard Definitions and use the form Search box to find and open the Dashboard record
- Notice that core Q360 dashboards are identified with Dashboard No prefixed with “Q” and their attributes are not editable. To change anything other than permissions on a core Dashboard, you must create a copy of the Dashboard using the Extended Menu option. You may then make changes (such as Category) on the copy.
- Click the Permissions tab
- In the Users grid, click the Add User or Group drop-down box, select a User or Group you want to add, then click the grid ADD icon
- The option you added will now display in the Users grid
- Place the grid in EDIT mode and check the Grant All Data Source Permissions checkbox if you want the User or Group to be able view all data sources within the Dashboard
- Click the Save icon in the Users grid
Upon refreshing the web client, the User or Group can now see the dashboard definition name appear under the Dashboard menu or under the applicable section if the optional category tags have been defined for the Dashboard record such as Live Data > Accounting
Access Based on Permission Type, Configs, or Other Conditions
For custom dashboards, you can grant access based on permission or permission type, configs, or other conditions. For example, you can grant access for all Users or Groups with the APMAIN (Edit) permission
To grant Users or Groups this kind of access, complete the following steps:
- Go to Dashboards Main Menu > Live Data Dashboard Definitions and open the Dashboard record
- Go to Permissions tab and put the form in EDIT mode
- Above the Permissions grid, use the View Condition box ADD icon to set access based on a Permission, Config or other Condition
- A User meeting at least one requirement defined in this way will be able to access this Dashboard
- Click the form SAVE icon