> For the complete documentation index, see [llms.txt](https://docs.alemba.com/asm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.alemba.com/asm/asm-hermes/setup-and-configure-asm/configuring-your-system/system-administration-settings/self-service-portal/self-service-portal-roles/dashboard-management-tab.md).

# Dashboard Management Tab

Users with this role will then only be able to see dashboards and categories on the Self Service Portal granted to their role.

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### Before you start

You must have **Self Service Portal Setup** enabled within your General Access Security Role in order to configure any Self Service Portal administration settings.
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1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.
2. In the Explorer pane, expand **Self Service Portal**. Select **Self Service Portal Roles** to open the window.
3. Select the **New** icon to create a new role, or the **Action** icon to update an existing role.
4. If you are creating a new role, enter the name in the **Role Name** field.
5. Select the **Dashboard Management** tab.

<figure><img src="/files/RRNSt43MN8feCKybXSRY" alt=""><figcaption></figcaption></figure>

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Please note the details screen is changed from the 10.6.8 Hermes December MR 2024 to be able to handle multiple sites/servers.
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### Giving access per site/servers

You can give access to users per site/servers by enabling the Access option.&#x20;

### To Grant Users the Ability to See Dashboards

1. Select the **Access** security option. This enables the two tables in this window.
   * If you do not select this checkbox, Users with this role will not have access to any Dashboards.
   * Users with Access will be able to see all dashboards.  To Restrict the dashboards published to the portal, you need to select at least one category from the first list.

### Enable Category Security

1. Select at least one category. &#x20;
   * This option is not available until **Dashboards** is selected.
   * If you do not select this checkbox, Users with this role will have access to Dashboards in all categories.
2. To give the role access to a category, select it from the **Select Category** list, and then select **Add**.&#x20;
   * You can select more than one category using the Ctrl and Shift keys.&#x20;
   * To give the role access to all of the categories, select **Add All or uncheck the category security checkbox**.&#x20;
3. To remove access to a category, select it in the **Selected Categories** list and then select **Remove**.&#x20;
   * To remove access to all of the categories, select **Remove All.**
4. Select the **Save** icon to save the changes and close the window.&#x20;
5. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.