Assigning roles and employees to tabsWith 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.
Before you begin
To assign roles and employees to tabs
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Concepts About designing Ajera dashboards Tasks Setting up Manage menu security Designing Purchase Order Task Widgets Creating Reporting Purchase Order Widgets Adding optional columns in the Purchase Order Manage menu task Reopening a closed purchase order Setting up dashboard Designer access Changing Column Properties on Chart Widgets Filtering information in a widget Setting conditional formatting Setting a date range in a widget Exporting a chart widget to PDF Exporting a table widget to PDF Exporting a table widget to Excel Copy a widget to a new page or tab Adding a Gantt chart to a table widget Editing Gantt Column Properties Changing the scale of a Gantt chart References |
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