The following article gives you an insight to all the options within the Roles tab under "Settings".
To access this, go to "Settings" in the main menu and click on "Account"
Click on the "Roles" tab and click on the relevant role you want to edit:
Roles: Functionality > Dashboard
1. Go to "Settings" in the main menu and click on "Account"
1.1. Go to the "Roles" tab and select the relevant role
2. Click on the arrow on the left of "Dashboard" to unfold this section.
On the right side of the "Dashboard" bar, you can see 2 icons: "Show" (green) and "Hide" (red). The "Show" icon allows the user with the assigned role to see the Dashboard on their account, based on their role and/or department. Moreover, the icon gives access to the 2 options below.
The "Hide" icon hides the Dashboard from the account of the user with the assigned role and blocks the 2 options below.
If you have enabled the "Show" icon, you will have access to these options:
- Create dashboards:
The "Show" icon allows the user with the assigned role to create a new Dashboard.
The "Hide" icon blocks this action. - Edit dashboards:
The "Show" icon allows the user with the assigned role to edit an existing Dashboard.
The "Hide" icon blocks this action.
You can learn more about how to create/edit in this article.
In this chapter, you can learn about all the permissions available in the "Dashboard" section in the "Functionality" tab.