Access Control to Dashparts Dialog Box

Use this dialog box to give users or groups access to your dashpart. As dashpart owner, you can decide whether to give other users access that enables them to add the dashpart to their dashboards, or access that allows them to modify the dashpart. If you do not want other users to modify the dashpart, you must select the Read-Only option in the grid. You can set up this option for individual users or for entire groups.

If access to a dashpart is given as read-only, you retain the ability to make changes to the dashpart and to distribute the changes to another user with whom you share the dashpart. Use the Access Control to Dashparts dialog box to distribute the changes.

If access to a dashpart is not given as read-only, the user with whom you share the dashpart can select it from the Hidden Dashparts dialog box and PM Compass then makes a copy of the dashpart. The other user is now the owner of the dashpart copy. This dashpart copy is associated with the dashboard currently selected by the other user. At this point, ties to the original dashpart are severed, but the original dashpart that you share with the other user still displays on that user's hidden dashpart list.

You can also use the Access Control to Dashparts dialog box to see which groups and users have access to your dashpart. You can also revoke access to shared dashparts this dialog box.

Dashboard access control always overrides dashpart access control therefore you only need to specify the access control for the dashboard. You do not need to also provide access control for the dashpart. For example, if the dashboard to which an archived report is added has WORLD access, all users are able to see the report, regardless of any access control that has been assigned to the report or the dashpart.

NOTE

Any user who is a member of the SYSADMIN group can grant or revoke access to any dashpart in PM Compass.
A dashpart on a read-only dashboard cannot be added automatically by other users, with whom the dashboard is shared, to their own dashboards. The owner of the read-only dashboard must use the Access Control to Dashparts dialog box to share the dashpart so the other users can add it to their own dashboards.

Dashpart Name

Use this field to launch the Dashpart Search dialog box, where you can select the dashpart that you want to configure access for. You can only view the dashparts that you own.

You can also enter some of the characters of the dashpart name in this field. PM Compass then searches for a match among the dashparts that you own.

Members of the SYSADMIN group can view all dashparts.

Owner

This field displays the owner of the selected dashpart. This field is enabled only if you are a member of the SYSADMIN group.

If you are a member of the SYSADMIN group, you can use this field to launch the User Search dialog box, where you can change the dashpart owner.

Access Control Grid

Grid Toolbar

Option	Description
Access Control	Print — Select to display the Print Preview form. Export to Excel — Select to open the Microsoft Excel application with the grid’s contents displayed.
Insert Users	Click to display the User Search dialog box, where you can select the user that you want to have access to the selected dashpart. The selected user displays in a row in the grid.
Insert Groups	Click to display the Group Search dialog box, where you can select the group that you want to have access to the selected dashpart. The selected group displays in a row in the grid.
Delete	Click to delete the selected row from the grid. You can delete multiple rows at a time.

Grid Columns

Field Name	Description
User	This column displays the users that have access to the selected dashpart. The users' first and last names are displayed.
Group	This column displays the groups that have access to the selected dashpart. The group IDs are displayed.
Read-Only	Use this column to set the access control status for a user or group.

Save and Continue

Click to save the changes you made and continue using the Access Control to Dashparts dialog box.

Save and Close

Click to save the changes you made and close the Access Control to Dashparts dialog box.

Cancel

Click to cancel the changes you made and close the Access Control to Dashparts dialog box.

What do you want to do?

Learn about dashparts

Learn about the Dashboard toolbar

Configure acc ess control to dashparts