30 Aug 2023

Dashboard Permissions

Within the Permissions section of a dashboard, you can Add, Delete and edit existing Permissions.

Managing Permissions

Please note that any user with edit rights and the corresponding URL link, can edit the dashboard panel configuration

To add new Permissions, click Add:

And select either System group or Organisation.

This enables you to give permissions to Organisations and Groups of people

The Add system group or Add organisation screen will be displayed:

Here you can select multiple system groups or organisations to give permissions to. Once selected, click Add. The groups and/or organisations will be added:

Now that the groups and/or organisations have been added, you can select which permissions each user within each group gets. To give each group View and Edit rights, click the corresponding check box. To make a dashboard, the organisation/group default dashboard, select the Default check box:

Click Save to save your changes. 

Your permissions will now be changed. 

Please note that if View is not selected, no one will be able to view this dashboard

If you want to delete a group or organisation's permissions, select the checkbox next to the group or organisation:

And click Delete.

The following warning message will be displayed:

Click Delete to permanently delete the permissions.

 

Dashboard management

Alongside permissions, there are other options to help you manage your dashboards. After clicking the dashboard you want to manage, the Dashboard settings -   screen will be displayed:

Here, you can change the name, tooltip and description of your Dashboard (including the translations you have set). You can copy the link to your dashboard, manage the categories you have selected and also choose whether you want to display your dashboard title or not.

Once you have made any changes to your dashboard, click Save to save your changes. 

 

Once you have created your system dashboard and configured the permissions, click here to learn more about configuring default landing pages for organisations and system groups.

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