Assigning Roles for a Dashboard

PeopleSoft applications assign certain roles to the delivered dashboards that enable users to view and use the dashboards and visualizations. You may want to check whether the roles assigned to a dashboard are sufficient for your business requirements, and change the assigned roles, if required. To change the assigned roles, you should access the Insights Privileges page by selecting PeopleTools, and then Search Framework, and then Administration, and then Assign Dashboard Roles.

Additionally, you should ensure that the roles assigned to a dashboard are also assigned to users who need to use that dashboard.

See Specifying User Privileges for more information on assigning roles to a dashboard.

After you deploy a dashboard and assign the required roles to a dashboard, your users can begin using the dashboards and its visualizations. For information on how to use dashboards, see Using a Dashboard.