Access permissions for individual dashboards

To view all contents of a dashboard, you must access to the Dashboard menu and permissions to view the specific dashboard and all components inside of it.

About this task

For example, if the dashboard contains scorecards, you must have permissions to view each scorecard, as well as access to the scorecard feature in the Portal (Reports > Scorecard Builder), which is governed by Unica Discover group permissions. The same applies to Report Builder and Anomaly Detection components of dashboards.

The steps below define how to how to enable access permissions to an individual dashboard. The following permissions are also required:

  • Access to the Dashboard menu, which is governed through Unica Discover groups.
  • Access to the individual dashboard. See steps below.
  • Access to the menu item for viewing any dashboard component inside the report. For example, to see a scorecard component inside a dashboard, each user must have access to Analyze Scorecards, which is governed through Unica Discover groups.
  • Access to the individual report components in the dashboard.

Permissions to administer an individual dashboard are defined in the Configuring Dashboards page.

Note: The owner of a dashboard can always administer it.

Procedure

  1. To configure dashboards, select Dashboards > Manage Dashboards in the Portal menu.
  2. In the left panel, click Dashboards.
  3. The list of available dashboards is displayed.
  4. To administer a dashboard, select it and click the Pencil icon.
  5. Click the Permissions tab.
    • In the left panel, you can configure the user groups that are permitted to administer the dashboard.
    • In the right panel, you can configure the user groups that are permitted to see the dashboard. Users in these groups can also save the dashboard as a different name. As the creator of the copied dashboard, the user is automatically an administrator for it.
  6. To save changes, click Save.