Dashboard Access

The Dashboard Access section lets RAPID Administrators manage access to Financial dashboards. Access to these dashboards is handled on a group basis. Once a dashboard is created, it is not visible to any user, including the one who created it. Groups must explicitly be given access to it before users in the groups can use it.

To manage dashboard access, select Dashboard Access from under Account Management in the left-hand menu.

The Dashboard Access page is displayed. The display on Dashboard Access grid includes:

• Dashboard Name,
• Dashboard Type - specifies whether it is a Financial dashboard or an Operational dashboard,
• Access - lists the names of the groups that have access to it, and
• An option to Manage access to the dashboard.

Dashboard Access: Granting Dashboard Access to Groups

To set up access for a dashboard, click the Manage icon in the rightmost column.

This action displays the list of RAPID groups. Groups that have access to the dashboard are displayed with a check next to their name.

To grant access to a group, select the checkbox next to the group name.

Once you are done with selecting/unselecting groups, click on the Submit button to save the group's dashboard access. Click on the Cancel button to discard your changes.

If Submit is selected, the grid is redisplayed with the updated group access.

Dashboard Access: Removing Dashboard Access from Groups

To set up access for a dashboard, click the Manage icon in the rightmost column.

This action displays the list of RAPID groups. Groups that have access to the dashboard are displayed with a check next to their name.

To revoke a group's dashboard access, unselect the checkbox next to the group name.

Once you are done with selecting/unselecting groups, click on the Submit button to save the group's dashboard access. Click on the Cancel button to discard your changes.

If Submit is selected, the grid is redisplayed with the updated group access.