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Group role management is an important part of the set-up process. Contact us for more information or for training at your institution. |
You can create different dashboards for different reporting needs and preferences. When you are creating dashboards, you can assign different sets of graphs and grids to each dashboard. Dashboard Groups are used to define the set of dashboards that can be viewed based on each user role by allowing you to create dashboards specific to users that belong to a designated group role. Users can belong to multiple group roles allowing them access to many different dashboards. The group role designations are defined by your institution.
To manage the privacy/security or shared roles for your Dashboards, you must be:
An Application-level Administrator, and/or
A Site Administrator, and/or
Have the Dashboard Administrator Role within your application
If you do not have any of the above, you can only save Dashboards as Private; only you can see and run them.
Select the Application and choose Dashboard from the Tab Strip to begin.
Create a new Dashboard. For a refresher, click here to review the basics.
Ensure that you have created one or more Groups using the Define Roles Administration Page.
Ensure that you have added users to your Group Roles using the User / Role Assignments Page.
Create one or more Pinned Reports and save those items to the Groups you would like to share with.
To share Dashboards with a group, review the section called Sharing Dashboards.
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