Dashboards permissions
- Denise McGettigan
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 the dashboards that you and others created. 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. Therefore, you get all the functions associated with the Save Dashboard permission (see below), along with some extra functionality as follows:
Create new dashboards from scratch, clone a dashboard, or add a query or chart to a dashboard. You can assign the owner of these dashboards.
Edit a dashboard’s name, description or owner.
Customize the dashboards: Add new lines and widgets to dashboards, and customize those lines and widgets (delete, clone, edit and resize).
Delete your own dashboards and remove other dashboards from your list of dashboards, so you can no longer access them.
Run As
Save Dashboard - Access functions to create and manage your own (personal) dashboards, which include the following actions:
Create new dashboards from scratch, clone a dashboard, or add a query or chart to a dashboard.
Edit the name or description of your dashboards.
Customize your dashboards: Add new lines and widgets to the dashboard, and customize those lines and widgets (delete, clone, edit and resize).
Delete your dashboards.
Timed Refresh - Schedule a dashboard to be refreshed at regular intervals. Without this permission, users can manually refresh the dashboard.
Subscribe - Subscribe to a dashboard to receive scheduled updates delivered via email in a range of file formats.
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 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.
In addition to the Subscribe permission, users need permission to export data in one or more formats. These formats display in the Type dropdown list in the subscription settings. You select these formats in the Query > Export permission.
The favorites permissions typically go hand-in-hand with the dashboard permissions. If you give users permission to save favorites, it makes sense to also give them the Save Dashboard permission. Similarly, if you give users the Manage Dashboards permission, you should allow them to save favorites.
Related administration permissions and Phocas settings
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.
For users to be able to receive subscriptions via email, your site needs to have email settings configured. This is usually carried out by administrators with special permissions. See Configure SMTP settings to send emails.
