Assign Access Rights for Dashboards

You can specify the employees or user roles who are authorized to access a dashboard.

You must have the appropriate access rights to assign access rights for a dashboard. Be sure to take Resource Planning licensing requirements into account when assigning dashboard access rights to employees; see Resource Planning User Indicators for more information.

These steps are not applicable when you are using Vantagepoint on a tablet or smart phone.

To assign access rights for dashboards:

  1. In the Navigation pane, select My Stuff > Dashboards.
  2. 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.

  3. In the list of dashboards in the Navigation pane, select the dashboard to which you want to assign access rights.
  4. On the edit mode toolbar, click Share.
  5. On the Share this Dashboard dialog box, select user roles from the Roles field or select employees from the Employees field.
  6. Repeat the process as needed and then click Save.
  7. Click Save on the Dashboard form.
    The dashboard that you configured immediately becomes available to the roles or employees that you specified.