Team Tab

To give users access to a specific dashboard

To grant permission to a specific dashboard you'll need to have at least one permission profile configured with a Team rule. See Creating Team Profiles. Once you have the appropriate profiles, you can add users, groups, or units to the team for the current dashboard.

Make sure you have appropriate Team permissions profiles available.

1. Navigate to the Team tab in the dashboard designer.
2. Click the Add button.
3. In the Add User/Group/Unit dialog that appears, click the radio button for the type of resource to add (single user, group, or unit). User is selected by default.
4. Choose the user/group/unit to add - single-click to select one, Shift-click to select a range, Ctrl-click to multi-select non-adjacent rows. For example, select two groups.
5. Select the permission profile to use with the selected user/group/unit.

6. Click Select. Now you'll see there are two groups with the Dashboard Member Profile are on the dashboard team.

Don't forget to save at the top of the report designer.

To give users access to all dashboards - view only, or edit

To grant permission to view and or edit all dashboards, you'll need to have at least one permission profile configured with view or edit permissions. See Creating Global Profiles. Once you have the appropriate profile, you can add users, groups, or units to the profile to grant them permissions on all dashboards.

1. Navigate to the Admin/Permissions.
2. Create a new profile or locate an existing profile.
3. Choose Add > Global in the middle pane.
4. In the Add User/Group/Unit dialog that appears, choose the user/group/unit to give permission to dashboards.
5. Choose the user/group/unit to add - single-click to select one, Shift-click to select a range, Ctrl-click to multi-select non-adjacent rows.
6. Save.

To remove users/groups/units from the dashboard team

On the Team tab, select the users/groups/units to remove and click the Remove button.