Permissions
Changing and setting the permissions for each dashboard allows different users different rights.
Click the information ( i ) icon to view the properties of the dashboard.
The highlighted Dashboard is in blue.
Scroll down the right-hand screen until you find the permission section.
Click on Edit next to permissions.
You may want to restrict the usage to say “Top Management” or only allow certain Users, job roles, or groups to make changes on a dashboard.
Apply Minimum Needed Permission
The message "Apply Minimum Needed Permission" gives the selected role permission, on the document, to perform the action i.e. execute, full control etc.
Check this tick box to allow permissions to be set for the user/s selected.
Here you can select from the dropdown box who should have which permission for the dashboard report.
Click on the i to close the expanded window on the right.
Permission | Rights |
Execute | Can preview and schedule tasks. |
Read | Can preview and view it. |
Read / Write | Can preview, edit, and save. |
Full Control | Can do all the above + duplicate and delete. |
Hide a Document
You can hide a document by selecting the Hide in Document Portal option in the Info panel.
A hidden document is invisible to all users except for Admins and the document owner.
On the Document Portal, select the document you want to hide.
Go to the Info panel and set the Hide in Document Portal option to 'True'.
