Overview

This page helps you understand how to configure dashboard display access to different roles. This configuration restricts the roles to view only the graphs for which the access is provided to them.      


The below step-by-step instructions describe the process.

Configuring Role based Dashboard Access


1. On the Side Panel of Finvisage application, click Settings.


The Settings menu is displayed. 


2. On the Settings menu, click Dashboard Setting.


The Dashboard Setting page is displayed on the right pane.


3. On the  Dashboard Setting page, click the Configure button in the Data View Configuration section. See the image below:


The Dashboard View Configurations page is displayed.


4. On the Dashboard View Configurations page:


A. From the Dashboard drop-down box, select the required dashboard. For example, New Funds Received.


The selected Dashboard is displayed.


B. On the  Dashboard, click the Edit button corresponding to the required dashboard.


The Edit Dashboard View Configuration page is displayed.


C. On the Edit Dashboard View Configuration page, in the Display section, click the Next button.


The Graph section is activated.


D. In the Graph section, select a Graph Type, and then click the Next button.


The View section is activated. 


E. In the View section (See the image below):


a. From the Roles drop-down menu, select the required role.


Note: You can specify multiple roles depending on the requirement.


b. From the Entities drop-down menu, select the required entities.


Note: You can specify multiple entities depending on the requirement.


c. Click the Submit button.


The dashboard access is configuration is successfully completed.