Assigning a Custom Role To a Dashboard

You can assign one or several custom roles to a dashboard thus automatically provide users read access to it as long as they have been granted this role. This association lets you provide your users with dashboards and roles that best fit their needs.

Before you begin: At least one custom role must be available in the Roles & Options section.
See Also
Creating a Custom Role
Granting Roles
Platform Management dashboard
  1. In the Dashboards tab, click Edit on the dashboard you want to associate to a role.
    Note: If you do not want to use the dashboard provided by default named My First Dashboard, create a dashboard.
  2. Select Set as starter dashboard. if you want the selected dashboard to be displayed by default to the members who have been granted this role when they log in for the first time.
    Note: Once a user has logged in for the first time and if he switches to another dashboard during his session, the last selected dashboard will be displayed the next time he logs in.
  3. Click View All to see the list of available custom roles.
  4. Check the option box in the row containing the role you want to assign.
  5. Click Save.

The selected role is assigned to the dashboard.

Notes:
  • You can remove an assigned role by unselecting it in the list.
  • If you grant the custom role that you have assigned to the dashboard, the granted users can start using both the selected dashboard and the custom role.
  • When you associate a dashboard to a custom role, all platform administrators become owners of this dashboard to be able to maintain it in your absence.

    However, this ownership is not linked to the life cycle of the dashboard/role association: you can remove an administrator from the dashboard's membership at any time and the remaining administrators will keep their ownership if all roles are removed from the dashboard.