Assigning roles and employees to tabs

With tab-level security, you assign each tab only to the roles and employees who need it. While working on a tab, be sure that you are the only person with access to that tab. You can design it in a secure environment without others accidentally viewing confidential information, such as cost. Set tab-level security only after completing a tab and testing it.

Only employees who are set up with the appropriate designing security can assign roles or employees to dashboard tabs. Security is at the tab level, not at the page or widget level. Employees with multiple roles can view tabs to which any one of their roles has access. To ensure employees view information that pertains only to them, set widgets on the tab to filter by Current User.

Note:

If security on a tab is blank, that tab is visible only in Design mode. As soon as you assign a tab to a role or employee, it appears in employee dashboards. Mark tabs with Display Separately so that tabs are easier to find in Design mode.

Before you begin

To assign roles and employees to tabs

  1. Click > to open Design mode, and click the tab you want.
  2. In the Tab Security area, click .
  3. Do the following:
  • Select the roles who can access the tab.
  • Select the individual employees who can access the tab.
  1. Click to save your changes and return to Design mode.
  2. Repeat these instructions for the other tabs.
  3. If using the Ajera dashboard template, click the Security tab to double-check your work. A list of the dashboard tabs and the roles and employees with access to them appears.
  4. When finished, click Exit Design Mode to save your changes and return to the dashboard.