Assign a Navigation Set to a Profile

After you create navigation sets, you assign them to profiles used by your staff members.

You also can assign permission allowing staff members to customize the navigation set to their individual needs.

  1. Click Configuration on the navigation pane.
  2. Expand Staff Management, and then double-click Profiles.
    The report opens on the content pane.
  3. Double-click the profile you want to assign the navigation set to.
    The Profiles editor opens.
  4. Click Search in the Navigation Set field, select the navigation set you want staff members with this profile to use, and click OK.
  5. To give staff members permission to change the items in their navigation lists, select Customize Navigation Sets.
    Staff members with this permission can add reports, dashboards, and explorers to their navigation lists and remove items they do not use. Changes that staff members make to their own navigation set do not impact other staff members’ navigation sets. However, there are some additional considerations when this permission is granted. For information about the impacts of assigning this permission, see How Custom Navigation Sets Work with Profiles.
  6. Click Save.