Access to Dashboard Designer

The user's security role determines access rights to the Dashboard Designer, where you create and modify dashparts and dashboards for the browser application.

Accessing Dashboard Designer

Users with appropriate access rights can access the Dashboard Designer from the Dashboards form when Edit Mode is selected. You set up a role's access to the Dashboards form on the Overview tab of the Roles form (Settings > Security > Roles). Expand the My Stuff option and then select both the My Stuff and Dashboards options.

The information displayed in dashboards on the My Dashboards form is determined by the security role of the user viewing the dashboards. However, the role of the user who created the dashboard does not have any impact on what information is displayed in the dashboards they create. For more information, refer to Record Level Security.

Assign Rights to Access Dashboard Designer

You can save dashpart and dashboard changes across all roles. To do this, go to the Save Rights section on the Overview tab of the Roles form and set the Dashboards and Dashparts option to Save for All Roles. Users that are associated with a security role for which this access is specified have the Edit Mode option enabled in My Stuff > Dashboards. Otherwise, the Edit Mode option is disabled.