Set Up Access to Web Dashparts

You can control a role's ability to add Web dashparts to the Dashboard. A Web dashpart provides a quick link to a Web site, to your Web Outlook application, or to other Web-based functionality.

Prerequisite: Select an existing role.

To select the Web dashparts that a role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Web Dashparts.
3. Use the Add and Remove buttons to move dashparts between the Available Web Dashparts and Selected Web Dashparts columns, or select Allow users to add webparts to give the role full access to add Web dashparts. This means that employees in the role can use the Create Web Part dialog box on the Dashboard to copy existing Web Dashparts to the Dashboard, and add new Web Dashparts to the Dashboard. If you do not select this option, the role can access Web Dashparts but can only copy existing webparts onto their Dashboard; they cannot add new dashparts to their Dashboard.
4. Decide whether or not a dashpart will be available to all roles:
   • If you want a dashpart to be available to all roles, select the dashpart from the Available Web Dashparts column and click Make items global to all roles. This dashpart will be listed in the Selected Web Dashparts column for all Ajera CRM roles, with a Y in the Global column to indicate that it is a global assignment.
   • If you want a global dashpart to no longer be global, select the dashpart that you want to remove, and click Make global items role specific. When asked to confirm the change, click Yes. This dashpart remains listed in the Selected Web Dashparts column for the current role, but has an N in the Global column, to indicate that it is not a global assignment.
5. Click Save.