A combination of Selective Access and Menu Options provides Workspace Administrators with a fine level of granularity to control user access to dashboards.

Selective Access

Dashboards respect the selective access set across the model.

  • Roles > Versions Dashboard elements only display the versions to which the user has access.
  • Roles > Modules Dashboards are available to the user if they have read or write access to all of the modules the elements are published from.
  • Selective access on Lists Dashboard elements only display the list items to which the user has access.

Menu options

Administrators can set up user access for each dashboard grid element individually. When an Administrator selects a grid or chart element, its Menu Options are displayed in the Dashboard Designer properties panel.

The menus that are accessed from the dashboard element menu provide the basis for the organization of menu options. For example, you can choose whether your users can use the Pivot function from the View menu (View - Pivot). Similarly, from the Data menu, you can control whether users can use the Import function (Data - Import).

The Open source module controls whether users can open the module that is the source of a grid or chart element.

Select the options you want to make available to end-users and clear the options that you want to hide from them.


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