See the Dashboard Role Data Restrictions support page for more on how to set these restrictions up. For example, if an employee is only required to see data that matches the user attribute of the region they work in, they will see only regular dashboard data and action planning data for their particular region. This is controlled by the same means that you restrict access to other data in the dashboard. Restricting the Data Included in Action Plan Pagesīefore giving dashboard users access to create action plans, you may want to make sure your users are configured to only see action plan data that is relevant to them and their user permissions. Set the Permission to View or Export, depending on your needs.This option allows a user who cannot edit the dashboard to edit the action plan settings. This will also give users access to Edit for Action Plans regardless of what is selected for the Action Plans permission.Īllowing Users to Edit action plan settings, but no other dashboard content Set the Permission for that user/Role to Edit.Select users to share the dashboard with.Navigate to a non-action planning page and share the dashboard.This option allows a dashboard user to create and edit action plan settings, as well as the rest of the dashboard. Allowing Users to Edit Action Plan Settings and the dashboard Qtip: Action plan owners will always be able to edit the action plans for which they are the owner, even if they do not have action plan editing permissions.
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March 2023
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