About access rights to dashboards

For users to manage dashboard pages, they must be assigned a user role that has complete access rights to the Dashboards (SM208600) window.

For additional information on access rights, see About access rights for roles.

Users with the role that has full access to the Dashboards (SM208600) window can:

• add and remove dashboards
• set up access rights to dashboards for user roles
• select a user role that will own a dashboard
• change the locations of dashboards in the site map and
• allow other users to modify dashboards.

If you want a user, who has the ability to manage a dashboard page, to also be able to configure an original dashboard (meaning, they can make changes that all users with dashboard access can see), assign this user the role of dashboard owner.

A dashboard can only be configured by a user assigned the role of the dashboard's owner.
For both predefined dashboards and those created in earlier versions of Visma Net, the default owner role is the predefined role DashboardDesigner.

The role of a dashboard owner can be specified and modified in the Dashboards (SM208600) window.
For more information, see: Add a new dashboard page.

A user with a dashboard owner role can design the dashboard from scratch:

• add and delete widgets
• arrange widgets and
• modify widget properties.

An owner of a dashboard has the ability to access the Dashboards (SM208600) window. They can edit the dashboard properties, given that the owner role has been granted access to this window.

You can manage the visibility of each dashboard based on user roles using the Dashboards (SM208600) window. For more information, refer to: Add a new dashboard page.

Dashboards created by you or your colleagues can be found at any level of the site map. If a user lacks the necessary access rights to view a dashboard, it will not be visible to them in the user interface.

For instance, if you create a dashboard and place it in the Inventory module at the same level as the workspaces, it will be visible to users with the appropriate access rights. For these users, the dashboard name will appear on the main menu alongside the workspace names.

Users without the necessary access rights will not see this additional menu item. If a dashboard is located at a workspace level and a user without the necessary access rights attempts to view it, they will see a help topic related to the workspace instead of the dashboard.

The widgets displayed to users who can view the dashboard depend on their access rights to the windows from which the widgets' source data is derived. If access to the window is denied for certain users, they will see a placeholder instead.

For example, if you add the following widgets to the home page dashboard:

• Invoices to approve, which derives data from the Approve purchase invoices for payment (AP502000) window, and
• Customer ledger balances, which derives data from the Supplier summary (AP401000) window.

 

Users without access to the Approve purchase invoices for payment (AP502000) window will only see the Customer ledger balances widget upon logging into the system. They will not see the Invoices to approve widget on the dashboard. However, if these users have the necessary access rights to personalize dashboards (refer to the following section), they have the option to either delete the hidden widget or modify its properties.

Users with dashboard access can also be granted the ability to personalise the dashboard, meaning they can configure and modify its widgets.

To enable this feature, select the Allow users to personalise check box in the Dashboards (SM208600) window.

When users personalise a dashboard, they are actually working with a copy of the dashboard. This copy is automatically created by the system when a user starts modifying any widget on the dashboard. Users can reset their copies back to the original dashboard.

Note that it is also possible to reset all user copies of the dashboard simultaneously.

For more information, see: About dashboard pages.