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Dashboard Access

When a new Dashboard is created, you need assign access for Client(s), User(s), and Role(s).

  1. To define a Dashboard access permissions, select the Access icon from the menu:

  1.  

    Then, select Dashboards from the Access - Templates category:

  1. Select the Dashboard you want to define access for.

  1. The Clients tab is open by default. Mark the clients you want the Dashboard to be available to:

  1. Then, repeat this step using the Users and Roles tab.

Don't  forget to save!

Published:

Dashboard Access

When a new Dashboard is created, you need assign access for Client(s), User(s), and Role(s).

  1. To define a Dashboard access permissions, select the Access icon from the menu:

  1.  

    Then, select Dashboards from the Access - Templates category:

  1. Select the Dashboard you want to define access for.

  1. The Clients tab is open by default. Mark the clients you want the Dashboard to be available to:

  1. Then, repeat this step using the Users and Roles tab.

Don't  forget to save!

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