Set Up Dashboards as a Menu Item for a User Type

User types control the access to Dashboards in Core Application. The user (preferably, Administrator with configuration permission) can grant permissions to access dashboards for a particular user type, so that all users in that user type can access the Dashboards menu.

To set up Dashboards as a menu item for a user type:

1. Click the Navigation button and select Configuration.
2. In the Configuration page, select User Types.
3. In the User Types page, select Screen Configuration.
4. In the Screen Configuration page, select the Main menu item:
5. In the Main Menu context layout, click Add action. The Add menu item dialog box is displayed.
6. In the Add menu item dialog box, select the Dashboards check box and click OK

Results:

The Dashboards menu item is now added to the Navigation pane. Users can access dashboards and reports from this Dashboards page. To navigate to the Dashboards page, click the Navigation button and select Dashboards. When you access the dashboards menu for the first time, you may not see any predefined dashboards in the Dashboards page.