The Dashboards user permissions govern access to the Phocas dashboards and the actions users can take within those dashboards. The more permissions a user has, the more functions they see on a dashboard page.
Dashboards (main permission) - Access the Dashboards module and view dashboards*. This permission gives users view-only access to dashboards.
Analyse Widgets - Analyze dashboard data in the underlying database.
Manage Dashboards - Access functions to manage dashboards, which include the following actions:
Create new dashboards from scratch or clone a dashboard.
Delete dashboards.
Customize a dashboard: Add new lines and widgets to the dashboard, and customize those lines and widgets (delete, clone, edit and resize).
Save a dashboard. As permission to manage dashboards requires permission to save dashboards, if the Save Dashboard permission is not already selected, it is selected automatically for you when you select the Manage Dashboards permission.
Run As
Save Dashboard - Make a copy of the dashboard to create a new dashboard.
Timed Refresh - Schedule a dashboard to be refreshed at regular intervals. Without this permission, users can manually refresh the dashboard.
Subscribe - /wiki/spaces/PPP/pages/1213505 to receive scheduled updates via email.
Manage Subscriptions - Manage subscriptions to dashboards. This permission is only available if users have the above Subscribe permission.
Related user permissions
*In addition to the main Dashboard Dashboards permission above, users need database permission to access the underlying data, otherwise, no data will display in the dashboard widget.
In addition to the above dashboard permissions, the collaboration permissions allow users to share dashboards.
The favorites permissions usually go hand in hand with the dashboard permissions, as you typically add favorites to dashboards.
Related administration permissions
Administration > Dashboards - Manage (share and delete) all the dashboards in your organization’s Phocas site.
Administration > Subscriptions - Manage subscriptions to all dashboards.
Administration > Folders - Manage the folders in which dashboards can be stored.
On this page
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