Setting up dashboard Designer access

Before you begin

• Set up roles
• Set up custom fields

To set up designer security

1. From the > Setup menu, click Company > Roles.
2. Ajera automatically contains these default roles: Administrator, Project Managers, Principal, Employee, Marketing, and Entry Clerks. Select the role on which you want to set designer security and click Edit.
   
3. Click the Designer tab.
4. Choose one of the following options to set the dashboard security for this role:
   • Not Allowed restricts role members from changing any dashboards, including their own.
   • Partial allows role members to change dashboards for themselves and, potentially, others. Go to the next step to set specific access options.
   • Full gives role members full dashboard design capabilities, including the ability to:
     • View employee cost, even if the View Employee Cost check box is cleared on the Company > Role > General tab.

     • Set security on each tab to ensure that each employee views only the information needed.

     • Import and export dashboards and tabs.
     • Use SELECT SQL statements in widget formulas.

     • View all dashboards and tabs in Design mode.

   Note: Ajera automatically assigns the Full option to the Administrator role.

5. If you selected Partial in the previous step, select one or more of the following security options:

• Design for others enables role members to create dashboards for other employees.
• Labor Cost enables role members to view employee cost, even if the View Employee Cost check box is cleared on the Company > Role > General tab.
• General Ledger enables role members to view general ledger detail, balances, and accounts.
• Payroll and Employee Information enables role members to view payroll and employee information, including pay and personal information.
• Custom Fields enables role members to view information in custom fields.
  If you choose this option, the Restricted Access in Designer option appears. Select this check box to allow role members to view custom fields (Adding custom fields) that may contain sensitive information.