Steps to Configure Dashboards
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Navigate to the permissions module. Settings > System Wide > Permissions
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Choose the permission level you would like to add dashboard access to by clicking on the pencil to the left of the permissioned level.
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Once selected, the rules will expand and will include a subsection for Dashboard permissioning.
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Add a dashboard by clicking the green plus next to the text “Add Dashboard Access”. This will add an entry that includes a list of dashboards to choose from.
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Select the arrow to drop down the list of dashboards.
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Choose the dashboard you would like to make available for the permission level. Once selected it will automatically save.
- If additional dashboards are desired for one permission level, follow steps 4 through 6 to add another.
- If the dashboard has already been permissioned, it will not appear as an option in the next list when adding another dashboard to the permission level.