Dashboard User Rights

From this page, you can define and manage access rights for user roles or individual employees across dashboard widgets and analytics pages.

To navigate here, go to Configuration->Access Management->Dashboard User Rights.

Filters:

User Role:

Select the user role for which dashboard rights are being configured. Rights defined here apply to all users assigned to this role.

-Or- Person:

Instead of configuring by role, select a specific employee to configure dashboard rights for that individual only. The Rights Based On label below the filters will update to show whether rights are currently set User Role Wise or Person Wise.

Dashboard:

Select the dashboard for which you want to configure widget-level access rights. Available dashboards are:

HR Dashboard
Home Dashboard
Project Dashboard
Client Dashboard
Training Dashboard
Payroll Analytics
CRM Analytics
Project 360
Employee 360
Activity Tracker

Search:

Search for a specific widget or page by name within the selected dashboard.

Access Rights Table:

The table lists all widgets and pages within the selected dashboard. For each entry, the following permissions can be configured:

Can View:

All — the user can view this widget for all entities coming under his/ her Reporting/Approval hierarchy
Self — the user can only view this widget showing their own data

Admin Access:

All — the user has can view this widget for any employee

Action Buttons:

Create:

Save the configured rights for the selected user role or person.

Reset:

Resets all rights for the selected user role or person to the default configuration.

Copy:

Copies the rights configuration from the currently selected user role or person and applies it to another role or person.