Managing user access to dashboard widgets

This article explains how to manage user access to dashboard widgets activated in your system.

1. Switch to Admin mode via your user account menu.
2. Select Dashboard configuration under the Administration menu
3. From this page you can enable or disable a user's access to the dashboard widgets available in your system.

Set widget access for a single user

1. In the Users dropdown menu, select the relevant user.
   To view their current dashboard configuration select Show current config and the users current dashboard configuration will be displayed.
2. Assign the dashboard widgets you want to apply to the selected user by selecting or de-selecting the dashboard widgets listed
3. Click Apply configuration to apply these changes to the user.

Set widget access for multiple users

1. In the Users dropdown menu, select the relevant users.  The menu is multi-select (Note:  Show current config is not active when multiple users are selected).
2. Assign the dashboard widgets you want to apply to the selected users by selecting or de-selecting the dashboard widgets listed
3. Click Apply configuration to apply these changes to the users.

Set widget access for user groups based on Business Area or Permission level

You can set the visibility of widgets based on Business area or permission level for a more curated user experience.

1. Click the Advanced selection button and select the relevant options.
   
2. Select a business area and/or select a licence type. (You don't have to select both)
3. Click on Select button.
4. A list of users based on your filtered result will be displayed.
5. Select the dashboard widgets you want to apply to the selected users.
6. Click Apply configuration at the bottom of the page to apply these changes to the user