Ensure you have permission to create company and shell dashboards. These two types of dashboards use the same Module Permission Settings for Company Dashboard and Shell Dashboard.
To grant Custom Dashboard permissions
- Navigate to the Company Workspace tab and switch to Administration Mode.
- In the left Navigator, select the Access Control node. The Access Control log opens and lists all available functions in Unifier.
- Select Administration Mode Access > Custom Dashboard in the Access Control log. The Permission Settings for: Workspace window opens.
- Click the Add button. Another Permission Settings for: Workspace window opens.
In the Select Users/Groups pane:
- Click the Add Users/Groups button. The User/Group Picker window opens.
- Select users and/or groups and click the Add button. The user or group name appears in the Selected Users/Group pane.
- Click the OK button.
In the Permission Settings: pane, located in the bottom section of the window, select the desired permissions. The permissions cascade, in other words, if you have a permission, you have all the permissions below that selection.
- Create: Users can create a Custom Dashboard; they can use the custom dashboard toolbar buttons New, Open, Delete, Find, Permissions, Download XML, Refresh Cache.
- Modify: Users can modify Custom Dashboard properties and edit the dashboard; they can use the custom dashboard toolbar buttons Open, Delete, Find, Permissions, Download XML, Refresh Cache.
- Modify Permissions: Users can assign permissions but cannot edit properties unless they have the Modify permission. They can use the custom dashboard toolbar buttons Open, Find, Permissions, and Download XML.
- View: Users can view existing custom dashboards. They can use the custom dashboard toolbar buttons Open, Find, and Download XML.
- Click the OK button.