Overview
This page helps you understand how to view the assigned roles of a dashboard display. As part of it, you need to click the View Roles icon corresponding to the required dashboard display on the Dashboard View Configurations page. Once done, the assigned entities screen is displayed.
The below step-by-step instructions describe the process.
Viewing Assigned Entities
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 View Entities icon corresponding to the required dashboard display.
The Assigned Entities screen is displayed. See the example image below:
