Dashboard Management Security Role

You can create security Roles for Dashboards that will control capabilities for analysts.

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

1. Select the Menu button, then Admin, then select System Administration.

2. The System Administration window appears.

3. Expand the Security Roles group in the Explorer pane, scrolling up if necessary.

4. Select the type of role you want to view from the list in the Explorer pane. A browse table displays all of the existing roles of this type. Now you can create, update or rename a security role of this type.

The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

5. If you want to create a role, select and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select .

6. The permissions for Dashboard security roles are available on several tabs. Select the appropriate one for your needs: Select the levels of permission you want to assign to the role: