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Configure Dashboard Security Rights

Security rights control access to Dashboard functionality and are configured in the Security Group Manager in CSM Administrator (CSM Administrator>Security>Edit Security Groups). Use the Rights tab to configure the following Dashboard functionality rights.

Right

Description (when checked Check Box)

Grant To:

Dashboards?

Rights are organized by scope: Blueprint, Global, Role, Site, Team, and User.

Allows people working with Dashboards to:

  • View: View Dashboards.
  • Add: Create Dashboards.
  • Edit: Edit Dashboards.
  • Delete: Delete Dashboards.

View/Run Only:

  • Users/Customers

All rights:

  • System administrators
  • Managers
  • Advanced Users (Level 2 and 3 technicians)

Mobile Dashboards?

Rights are organized by scope: Blueprint, Global, Role, Site, Team, and User.

Allows people working with Mobile Dashboards to:

  • View: View Mobile Dashboards.
  • Add: Create Mobile Dashboards.
  • Edit: Edit Mobile Dashboards.
  • Delete: Delete Mobile Dashboards.

View/Run Only:

  • Managers
  • Users

All rights:

  • System administrators
  • Advanced Users (Level 2 and 3 technicians)

Slideshows?

Slideshows are accessed from within the Dashboard Viewer.

Rights are organized by scope: Global, Role, Team, and User.

Allows people working with Dashboard Slideshows to:

  • View: Access Dashboard Slideshows.
  • Add: Create Dashboard Slideshows.
  • Edit: Edit Dashboard Slideshows.
  • Delete: Delete Dashboard Slideshows.

View/Run Only:

  • Users

All rights:

  • System administrators
  • Managers
  • Advanced Users (Level 2 and 3 technicians)

Widgets?

Rights are organized by scope: Blueprint, Global, Role, Site, Team, and User.

Allows people working with Widgets to:

  • View: Access Widgets.
  • Add: Create Widgets.
  • Edit: Edit Widgets.
  • Delete: Delete Widgets.

View/Run Only:

  • Users/Customers

View/Run/Add/Edit Only:

  • Managers
  • Advanced Users (Level 2 and 3 technicians)

All rights:

  • System administrators

Can set a default Dashboard Theme?

Allow: Allows selected Users to select a default Theme for all Dashboards.

  • System administrators
  • Managers
  • Users

Notes:

  • Security design strategy is very important. Carefully consider the level of access to each scope. For more information, see the OOTB Security Design documentation.
  • Manager security rights control who can access the individual CSM Item Managers and are set separately (Managers category).
  • Security rights control who can access Dashboard functionality. The Business Object tab of the Security Groups window (CSM Administrator>Security>Edit security groups) allows Users to configure access to Business Object/field data. While a User may have access to Dashboard functionality, data may not be visible without Business Object rights.

To configure Dashboard security rights:

  1. Open the Security Group Manager.
  2. In the Group drop-down, select the Security Group to configure security rights (ex: Admin).
  3. Click the Rights tab.
  4. In the Category drop-down, select Dashboard.

    Dashboard Security Rights Window

  5. Click each Dashboard right, and then select the appropriate check box Check Box to:
  6. Click Save Save Button.

See Also

Configuring Widgets