Grant Access to Dashboards
When creating a new Dashboard, you need to give access to the Dashboard for Client(s) and Users/Roles. The Dashboard will not show up in the My Home Panel for end users until these permissions have been specified.
Access these settings by selecting Access > Access -Templates > Dashboards.
You can also grant access to these settings by selecting Dashboard > Edit dashboard > Grant Access.
Note: The Access module is only available to the system Admin.
This topic contains the following sections:
Define Access
To define Dashboard access, complete the following steps:
Highlight the Dashboard you want to define access for.
Select the Client tab and mark the Clients the Dashboard should be available to.
Select the User tab and mark the Users the Dashboard should be available to.
Select the Role tab and mark the Roles the Dashboard should be available to.
Connect Selection Pane
In this panel, you also have the ability to attach selection pane(s) to the dashboard to enable users to filter, thus affecting the rendering of the Dashboard according to their selections.
In Dashboard, there is no left or right selection pane. Only one selection pane can be attached.
Selection Pane can be connected to the Dashboard via Dashboard> Selection Pane Design.
Also when user clicks on Selection Pane Design menu, they will be redirected to the selected Selection Pane , in this example it is PL01 Selection pane.
You can also connect Selection Pane to Dashboard from the Dashboard Designer Grid.