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Configuring Dashboards for Users

Last updated 23/01/2021

How to configure home page Dashboard for users.

Configuring Dashboards

If you do not wish all of your data to be displayed to your users, you may wish to configure the dashboards for individual users before they log in.

Dashboard Launch

To protect your data, upon launch of home page Dashboards, Standard users are not allowed to see the Dashboards until Administrators have provided access.

If you have a number of users and do not wish to configure the Dashboards individually, you could use the Roles function to pre-define permissions that can be applied to a number of similar users. See the Creating Roles Help article for additional information.

To configure the home page Dashboard for a user:

  1. While logged in as an Administrator, select your username in the top right and then select Users.
  2. Select a user.
  3. Select Module Permissions.
  4. Find the Homepage Dashboard module from the list.
    Note that the permission are set to "No Access". When the user logs in, they will be see a message explaining they do not have access yet.
  5. If you wish to configure the dashboards for users, you can do so by selecting Config.
  6. In the Config screen, you will be able to change the settings for the specific user. To preview what this user will see, select Save and then preview the dashboard.
  7. Once you are satisfied with their view, select Save to save the settings for the final time and return to the user settings.
  8. Finally, to give access to the Dashboard, you must choose between Standard and Manager. Managers have the option to configure their own Dashboard.
  9. Finally, Save the user settings to apply all the permissions.