You can specify the employees or user roles who are authorized to access a dashboard.
Appropriate access rights are needed to assign access rights for a dashboard.
These steps are not applicable when you are using
Vantagepoint on a tablet or smart phone.
To assign access rights for dashboards:
-
In the Navigation pane, select
.
-
On the Dashboard form, click
Edit Mode to enable editing.
The
Edit Mode toggle option is not enabled when you are using a tablet or smart phone to access
Vantagepoint.
-
In the list of dashboards on the Navigation pane, select the dashboard to which you want to assign access rights.
-
In the edit mode toolbar, click
Share.
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On the Share this Dashboard dialog box, select user roles from the
Roles drop-down list, or select employees from the
Employees drop-down list.
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Repeat the process as needed and click
Save.
The Share this Dashboard dialog box closes.
-
Click
Save on the Dashboard form.
The dashboard that you configured becomes immediately available to the respective employees.