Intelex

Dashboard Security and Sharing

by Mike Finch Updated on

To share your Dashboard or specific features of your dashboard with others, click on Security icon.

Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge

Clicking into the field indicated below allows you to select individuals, groups, Locations or roles who can have access. In the 'Can View' drop down you can select if they can only view or can view and edit.

Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge

For example, search for a role and add to enable every user with this role access to the Dashboard

You can choose Apply, if this is the only security access you want or else you can click on Add More. Adding more allows you to add individuals with different access types such as view and edit and also individual access to various reports on the dashboard.

Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge
Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge

Multiple options possible as shown below. All of these choices and those individuals associated with these groups will be able to access this dashboard or individual report. These actions however at this stage does not send notifications.

Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge

For a report that was made using the report editor you can click on Access the Report and then select its own security seetings and access as earlier for the dashboard.

Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge

Set the security access for this specific report on the dashboard. Note: If the report contains data for a location that an individual does not have in their location settings then this particular data will not be shown to them.

Dashboards : Intelex 6.6.22.0 and 15 more pages - Work - Microsoft​ Edge

When the Dashboard has a pie chart for example which was generated as part of the dashboard created and therefore not using the report editor, it will have the same security settings as per the Dashboard security.

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