Set Dashboard Permissions

A dashboard’s permissions specify the profiles whose staff accounts can open or edit the dashboard. You can select Open and Edit permissions for each profile defined in your system. Permissions applied to a private dashboard take effect only when the dashboard is made public.

1. Edit a dashboard and click the Home tab.
2. Click Permissions.
   The Permissions window opens.
3. To let staff members open the dashboard, select the check box next to their profile name. You can select multiple profiles.
4. To let staff members edit the dashboard, select the check box next to their profile name. You can select multiple profiles.
5. Click OK.