Adding Roles That Can View Dashboard Tiles

When a dashboard tile is created, you assigned roles that can view the tile. After tile creation, you can still add roles that can view the dashboard tile. The original role associated with the dashboard tile creation is called the source role. New roles for which you want to grant additional access are called target roles. When you specify a target role, the tiles that the source role can view also become available for viewing to the target roles.

To add roles that can view dashboard tiles:

  1. Go to Setup > Dashboard Tiles > Roles Update.

  2. On the Dashboard Tiles Roles Update page, specify values for the following fields:

    1. Target Role – Select a target role. To select multiple roles, press and hold down the Ctrl key.

    2. Source Role – Select a source role.

  3. Click Run Update.

  4. Click OK.

  5. On the Schedule Script Status page, click Refresh to check the status of the update.

    The Status column displays Complete after the update.

The tiles that the source role can view also become available for viewing to the target roles after the update is complete.

Related Topics

General Notices