Access to Dashboard

The user's role determines access to Dashboard and also the type of information that is displayed while viewing specific dashboards.

Accessing Dashboard in the Browser Application

If a role is configured to have access to My Stuff > Dashboard, then the users with that role can access Dashboard in the browser and desktop application. In the General tab of the Roles form (Settings > Security > Roles), a list of DPS areas are displayed. Expand the My Stuff option and ensure that the Dashboard option is selected.

Access to individual dashboards are configured in Settings > Dashboard Designer. While your role is configured so that you can view a dashboard, the information that is displayed in the actual dashboard are also determined by your role. For more information, refer to Record Level Security.

Accessing Dashboard in the Desktop Application

To display Dashboard in the desktop application, click Dashboard in the toolbar on the main DPS screen.

The dashboards and dashparts that are displayed in the desktop application are exclusively available in the Dashboard of the desktop application. Role level security also determines the information that is displayed in the dashboards.